Foundations & Endowments
If you are a board/committee member of a foundation or endowment, Avior Institutional can develop and manage customized portfolio strategies to help you achieve the performance needed to support organizational strategies and goals.
NON-PROFIT ORGANIZATION SERVICES
We simplify investment and fiduciary decisions for non-profit organizations providing high quality investment options and risk oversight, plan governance, and custom strategy development and implementation. We help these organizations achieve their unique strategic goals by providing:
- Fiduciary Audits & Assessments
- Investment Policy Statement Development & Review
- Investment Manager Due Diligence
- Portfolio Implementation
- Customized Reporting
- Service Provider Analyses – Fees, Expenses, & Soft Dollar
- Fiduciary and Investment Education for Board & Staff
In the intricate realm of portfolio management, our advisors offer indispensable support, guiding organizations through strategic planning, risk mitigation, and regulatory compliance. At Avior Institutional, we specialize in tailoring pension and retirement plans, empowering foundations and endowments, and providing insightful support for registered investment advisors. Dive into tailored services with Avior Institutional, your dedicated partner, committed to guiding your organization towards success.
Expert Financial &
Portfolio Management Information
It's our goal to stay on top of trends & strategies, while educating and sharing with our clients.
How Consumer Spending Supports the Economy and Markets
Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend money on everyday goods…Read More
How Loss Aversion and the Sequence of Returns Impact Investors
The S&P 500 index recently closed above 5,000 and set a new all-time high, less than three years after it first crossed the 4,000 mark.…Read More
How Expectations Around the Fed, Banks, and the Economy Affect Investors
When it comes to markets, day-to-day price swings are often more about what investors expect than the underlying facts. This is because markets are designed…Read More
Gain Control of Your Financial Future
At Avior, we build comprehensive financial plans with great intention and care, always with the aim of helping you achieve what matters most to you and those you love.