Customized Service for Non-profits & Endowments
Blakely Harbor Advisors provides assurance that your investment program will meet your short-term spending and long-term growth needs. We will customize an investment policy and program that enables you to focus on your mission.
Services Provided for Institutions
Board and Committee Development & Education
We can provide education to boards regarding best practices for fiduciaries. We can also work with your organization to help implement these practices within the organization. On an on-going basis, we can help the client monitor these processes and re-visit them regularly for necessary revisions or updates.
ESG Investing
We customized all clients’ portfolios, aligning the investments with the organization’s mission.
Discretionary Investment Management
We normally invest with discretion to implement a portfolio based on an established investment policy set forth by the board.
Stock Portfolio
We can provide education to boards regarding best practices for fiduciaries. We can also work with your organization to help implement these practices within the organization. On an on-going basis, we can help the client monitor these processes and re-visit them regularly for necessary revisions or updates.
Performance Reporting
Our performance reporting is extensive and includes income reports, flow reports, analytics. While we publish monthly performance reports to clients, the reporting capability is available daily on an ad-hoc basis.
Professional Search & Referral
Our full-service approach sometimes includes assistance in finding outside professionals, including legal, audit/compliance, administrative, accounting/bookkeeping, and trustees.
Investment & Spending Policy
We work with your organization to draft and monitor an appropriate investment policy and to help you shape your spending policy, which drives the investments. This includes surveys and risk assessments of individual members, which help facilitate a board or committee discussion on the appropriate level of risk and return.
Asset Allocation
We build diversified portfolios utilizing various classes depending on risk tolerance and liquidity needs. Depending on the client, we combine in-house management with outside managers who have their own expertise. We utilize all types of investments: mutual funds, ETF’s, private partnerships, and separately managed accounts. Many factors are considered in investments: quality of the manager, fees, track record, fit with mission and fit with the portfolio.
Manager Search & Selection
We select top-tier managers and investment strategies across stock, bond, and alternative asset classes. This includes mutual funds, separately managed accounts, ETFs, and partnerships. These strategies can be unconventional strategies, as we can be early adopters since we are a nimble, independent firm.
Global Macro
We offer a managed, stand-alone global tactical portfolio to take advantage of global market opportunities across all asset classes: commodities, bonds, currencies, stocks.
Non-discretionary Investment Advice
In some cases, we work on a collaborative basis where the client retains discretionary authority over the portfolio.