Consulting Services
NWCM provides comprehensive consulting services for endowments and foundations, including:
- Modeling and development of investment strategies based on your objectives and spending needs
- Implementation of the selected investment strategy and day-to-day asset management
- Custodian selection
- Monitoring of investment strategy against appropriate benchmarks and implementation of a Statement of Investment Policy
- Quarterly performance reports for the investment strategy and each sub-account
- Periodic review with appropriate strategy revisions
- On-demand review of portfolio performance, strategy fit, or general financial planning issues, in person, through NWCM's website, and with printed reports
NWCM has established a formal Investment Committee comprised of six voting members. Each member has various responsibilities including, but not limited to: investment manager research, economic research, and asset allocation methodologies. In addition, members provide insight, research, and supplementary input for the "quarterly commentary" authored by the firm's Chief Investment Officer.