The complex needs of institutional clients demands a specialized service offering to ensure each unique situation is addressed. While investment management is the core of our offering to institutional clients, our wealth management team is also involved where appropriate. Wealth management can assist in providing answers to questions around a sustainable spending policy, cash flow projections or paying down debt, to name a few.
In order to effectively provide a deep level of service, Gries Financial works hard to understand, and value, your organization’s mission. This manifests itself in several ways, including being invited to participate on board task forces.
Most institutional clients request quarterly meetings, however, Gries Financial has, in some cases, met monthly with clients. Meetings or presentation can be tailored to meet client requests, including areas such as macroeconomic scenario analysis and the related impact on a given investment portfolio. Our service ideal is to be as involved as the client deems desirable or necessary.