Non-Profit Institutions

SIA is a firm that specializes in providing tailored investment advice for non-profit institutional clients to fund their operational needs and reach their long-term investment goals. We understand that each client is unique and work closely with their management teams and finance divisions to create a tailored investment strategy that meets their specific needs.

Client Centered

Our team is dedicated to providing customized services to our institutional clients. We take the time to understand their needs and develop a set of financial guidelines specific to their situation to help them achieve success. As fiduciaries, we are committed to acting always in their best interest.

Our Services Include:

  • serving in a discretionary or a non-discretionary advisory role.

  • developing an Investment Policy Statement (IPS) that serves as a guide for evaluating and monitoring the overall investment portfolio. 

  • using a proprietary research process to monitor and evaluate the performance of investment managers that are selected for the investment portfolio. This process has been refined for over 30 years and is led by an experienced investment team.

  • encouraging committees to take an active role in understanding the rationale behind the decisions we make for their investment portfolio. 

Serving as fiduciaries, we are bound legally and ethically to act in our clients' best interests, with a duty to preserve good faith and trust. We are fee-only advisors and operate with complete transparency with no hidden fees or commissions.