Our Services
What We Do For Institutions
Institutional Capabilities
Our team at KinneyMunro has extensive experience participating on non-profit boards and working with institutional investors to help implement investment solutions to achieve financial goals and meet their fiduciary obligations. Having spent the majority of our professional careers engaging with and managing investments for public and corporate pensions, foundations, endowments, and sovereign wealth funds, we know first-hand the importance of strategic planning and crafting custom solutions that seek to create risk-managed growth by targeting long-term investment themes and efficient implementation through an open architecture model.
Foundations and Endowments
Serving as a trustee for a non-profit organization is an important responsibility, but for most trustees, investment management is not their area of expertise. With our significant non-profit board experience, we can appreciate the fiduciary responsibility that comes with the role and making sure your endowment or foundation is properly aligned with your mission. We start by reviewing your existing, or drafting a new Investment Policy Statement to make sure it aligns with your organization’s mission, risk tolerance, and time horizon. Then we look to thoroughly understand your existing investments and help construct an appropriate portfolio that seeks to achieve sustainable growth and stability. As the landscape is always evolving, we continuously monitor investments, making adjustments as needed to stay aligned with your objectives and market conditions. Our transparent communication and detailed reporting help ensure you always know how you are performing and how your portfolio is furthering your mission.
Services
- Plan design
- IPS preparation & maintenance
- Outsourced Chief Investment Officer
- Benchmarking & analysis
- Investment selection
- Multi-Asset Solutions
- Sustainable Investing
- Liquidity Solutions
Employer-Sponsored Retirement Plans
Leverage our insight and expertise to help you run your retirement plan. Our services include investment monitoring, plan design, fee analysis, and employee education, with the goal to help plan sponsors meet their fiduciary obligations and plan participants achieve their retirement goals. Working with a team that has hands-on experience serving in a Chief Investment Officer capacity at a large multinational financial services company, puts us in a unique position to not only help guide you through this process, but ensure that you arrive at a best-in-class solution for your plan.
For business owners and their leadership team, helping employees plan and save for retirement is vital and can be a strong employee recruiting and retention tool. We have access to a CEFEX-certified team* that can help you by creating, managing and expanding your employer-sponsored plan to fully meet the needs of your employees.
- Plan design
- Investment selection
- Asset allocation
- ERISA compliance & fiduciary services
- IPS preparation & maintenance
- Benchmarking & analysis
Business Advisory Services
Many business owners do not know how much their companies are worth, making it difficult to establish a clear financial plan. We can help provide you with a better understanding of the value and risks associated with your business. Listed below are some of the advisory services we can provide with respect to your business:
- M&A transactions
- Business valuation
- Buy-sell agreements
- Stock options/409A
- ESOPs
- Portfolio valuations
KinneyMunro partners with Mariner.
This gives our team access to experienced tax, trust, estate planning, investments, retirement planning and insurance professionals. We’ll bring these teams in when needed to offer you a comprehensive wealth plan. Mariner also provides us with IT, compliance and operational support, which frees us up to spend less time on day-to-day operations and more time working with valued clients to help them reach their goals and aspirations.
DISCLOSURES
Investment advisory services are offered through Mariner Platform Solutions (MPS); affiliates of MPS may provide other services listed and they may be subject to additional fees. Some advisors are licensed insurance agents and may be compensated for selling insurance-related products through an affiliated or unaffiliated insurance agency.
Asset allocation, diversification and other investment strategies cannot ensure a profit or protect against loss in a declining market. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment or planning strategy will be successful.