Advisory Services for Institutions

CONSULTIVA‘s services are tailored to meet the organizational client’s needs and stated objectives within their governance and investment framework. After an in-depth assessment of the organization’s circumstances, our advisors will work with the institution’s fiduciaries to clearly define objectives and select the most appropriate investment strategies to meet their goals. Strategies reflect the client’s specific risk and return parameters, and their views regarding investments or strategies they may wish to emphasize or avoid.

Select the category that best describes your institution:

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Endowments & Foundations

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Credit Unions

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Insurance Companies

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Retirement & Savings Plans