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