Institutional Investment Group

The Institutional Investment Group provides portfolio management for Endowments, Charities, Universities, and Retirement Planning Systems.

 

The group also provides services for Financial Planners and Registered Investment Advisors who act as a manager of managers.

 

These professionals bring expertise of manager selection, asset allocation and risk assessment for their clients and find SLG to be a good partner in implementing the strategies and goals using our individual portfolios.

 

Because many of these planners serve the high net worth market, they find SLG to be a good partner for the following reasons:

 

  • Minimal income tax loss to portfolio returns due to buy and hold strategy
  • Performance History
  • Portfolio holdings are generally non-typical holdings and thus provide diversification