Institutional Portfolio Management


Comprehensive Investment Counseling Services

As a Registered Investment Advisor, we provide comprehensive investment advice for institutional investors and high-net-worth families. Our unique approach to asset management allows us to focus on each stage of the investment process — from portfolio design to implementation and monitoring — to help our clients achieve their objectives with flexibility and simplicity with a service offering that includes:

  • Asset allocation design, construction and review
  • Performance measurement and attribution analysis
  • Manager due diligence, search and selection
  • Strategic investment consulting
  • Tax minimization strategies
  • Specialized services for university endowments, trade associations, private foundations, hospital and healthcare providers, not-for-profit organizations, and cultural institutions

We structure our consulting relationships in a variety of ways:

Investment Consulting

We provide investment advice and recommendations on structuring, managing, and monitoring institutional investment portfolios.

Discretionary Services

We are responsible for investment decisions and implementation regarding asset allocation, manager selection, and portfolio rebalancing. We work with your team to set an investment policy statement (“IPS”) that serves as a guide for setting risk/return targets, asset allocation guidelines, investment vehicle parameters, rebalancing procedures, and client-specific goals.


Competitive Advantages

Comprehensive Reporting

We provide reporting services that include comprehensive and consolidated quarterly reporting. All of our clients have access to the Waterloo Investment Performance web portal, which allows clients to view asset performance on a daily basis.

Intelligent integration

Our comprehensive integration of ALL assets — including private equity, real assets and closely held business interests — helps to yield a more optimized portfolio.

Emotion-free investing

We reconcile quantitative and qualitative institutional portfolio construction theory with the needs of our clients in order to provide the confidence to make the right decisions.

Independence & security

We offer true open architecture through an independent partnership with Schwab Institutional, allowing us access to virtually any investment with safety and security.

If you’d like to learn more about our institutional investment services , please call
 John Chatmas Jr., Chief Executive Officer at (512) 693-4363.