Institutions & State Government Entities


CONSULTIVA’s services are tailored to meet the institutional client’s needs and stated objectives within their governance and investment framework.

We thrive in providing customized financial services to a wide variety of private & state government entities, such as

Endowments & Foundations

Credit Unions

Insurance Companies

Employer Sponsored Retirement & Savings Plans

After an in-depth assessment of the organization’s circumstances and aspirations, our advisors work with the institution’s fiduciaries to clearly define objectives and select the most appropriate investment strategies in line with their goals.

Strategies reflect each client’s specific risk and return parameters, and their views regarding investments or vehicles they may wish to emphasize or avoid.