INSTITUTIONAL CLIENTS
Momentum Advisors serves as an Outsourced Chief Investment Officer (OCIO) to institutions including foundations, endowments, and non-profit organizations. In this role, we aim to help organizations achieve their missions by providing sound investment and governance advice which helps these organizations in fulfilling their visions.
Unlike many consultants, we are also investors. We take a proactive role in portfolio construction, as opposed to simply delegating all security selection decisions to third-party managers. Momentum excels at looking out for the financial health of your organization.
Our team of experienced investment professionals are unconditionally committed to providing our institutional clients with sound strategies, analyses, and investment advice. We are data-driven, results-oriented, and client-focused.
We provide superior customer service by maintaining regular communication and face-to-face meetings. Our institutional clients enjoy a dedicated account team, led by a senior executive, that offers guidance, advice, and portfolio performance information, regularly.
Areas of service include but, are not limited to:
Outsourced Chief investment officer (ocio) services
FIDUCIARY CONSULTING
EMPLOYEE EDUCATION
STRATEGIC & TACTICAL ASSET ALLOCATION
INVESTMENT MANAGER SELECTION & MONITORING
RISK MANAGEMENT
BENCHMARKING
INVESTMENT POLICY STATEMENT development
ENDOWMENTS & FOUNDATIONS
Your role as a board member of an endowment or foundation is multifaceted. Your fiduciary responsibilities are to an infinite number of current and future beneficiaries. We understand the nuances unique to foundations: board processes, legal frameworks, committee dynamics and rigorous institutional controls. And we are flexible in responding to your governance norms in providing education, reporting and facilitation for your committees, board and staff. et us help you through our comprehensive suite of investment management services.
Momentum take a values-based approach to serving all clients, and our foundation clients are no exception. We recognize that pending needs must be met while attempting to keep costs down. Investment options need to be evaluated with attention to the overall performance of the portfolio. Attention must also be paid to fundraising and development efforts. We understand your role and we know how to increase the probability of your long-term success.
Our investment management methodology is intended to decrease volatility in your portfolio and reduce downside risk. We understand that for you capital preservation means continuous preservation.
We will work towards accomplishing this through:
INVESTMENT POLICY
DEVELOPMENT
RISK MANAGEMENT
CASH-FLOW ANALYSIS
ASSET ALLOCATION
COST REDUCTion
We are data-driven, results-oriented, and client-focused.
RETIREMENT PLAN SERVICES
PLAN CONSULTING
We have a shared goal: creating a retirement plan that will enable your employees to enjoy a secure retirement. Momentum delivers custom solutions to retirement plan sponsors. We address all aspects of your plan. This includes any compliance and operational issues as well as handling plan streamlining due to mergers or acquisitions. Our plan consulting service analyzes your current plan to identify any areas that fall short of your goal or that are potential compliance violations.
FIDUCIARY PARTNERSHIP
We sign on as a third-party fiduciary to your organization’s retirement plan. This means that we share in your fiduciary obligation to ensure that your plan truly serves your participants. Because we are a Registered Investment Advisory Firm (RIA) with the Securities and Exchange Commission (SEC), we are held to a higher standard of fiduciary responsibility.
PLAN DOCUMENT DESIGN
Is your retirement plan structured efficiently? We will do an analysis of your plan to determine any areas that are not in alignment with your organization or are simply inefficient. We will redesign your plan so that it works for you.
PLAN FEE BENCHMARKING
Are your plan fees reasonable? What elements make up your overall plan fee? We will deconstruct your plan costs and benchmark them to comparable plans so that you can compare apples to apples.
INVESTMENT SELECTION, MONITORING, & PERFORMANCE BENCHMARKING
We are investment advisors. We approach our retirement plan investment selection with the same prudence that we do with our high net worth individual clients. We customize your investment line up to fit the needs of your employees. We apply our proprietary investment discipline to your plan investments to help your employees meet their retirement goals.
VENDOR LIAISON
Consider us an extension of your benefits team. Allow us to manage the relationship between you and your vendor. We will negotiate on your behalf with regard to fees and services. We are your advocate.
FIDUCIARY EDUCATION
The retirement plan regulatory landscape is dynamic. We prepare plan sponsors for this ever-changing environment by customizing an educational program that ensures that every member of your team understands current regulations as well as their fiduciary responsibility.
PARTICIPANT EDUCATION
We are advisors. We believe that every member of your team deserves personal financial advice, not just the executives. Your team works hard for you and we work hard for them. At Momentum this means giving each person in your organization access to individual consultations with a financial advisor.