Institutional Consulting

Are you a Broad Street Client?

The typical Broad Street institutional client has one or more the following characteristics:

Requires the experience and objectivity of an independent team of financial professionals to help develop and implement a comprehensive investment process
Needs an independent, sound assessment of its current investment manager lineup
Is actively searching for an investment manager lineup that specializes in handling institutional investing needs
Values in-depth market research and demands more from investment reporting than just rate of return

Please call us at (888) 836-1166 or contact us to talk about how Broad Street can help your company.

Throughout its history, Broad Street Capital Advisors has specialized in consulting work for endowments and foundations. Based on extensive research conducted by our in-house team of financial professionals and market analysts, we assist institutional clients with the development and implementation of a comprehensive investment policy, – the governing document of your plan.

We work with our clients to create a tailored asset allocation policy designed to accommodate the institution's spending policy while accounting for inflation and expenses in order to achieve real growth objectives. Broad Street provides in-depth monitoring services and develops regular, customized client reports that go far beyond providing rates of return.

Our performance reports summarize asset growth, analyze fundamental risk exposures based on returns, provide investment style and holdings-based analysis and include extensive investment performance analytics and market commentary in order to put results in the proper context. Our clients include some of the top institutions and foundations in the Southeast.