Institutional Investment Management Services

With robust back-office trading support from LPL Financial’s Advisory Consulting Team, EFinancial Advisors is well positioned to provide institutional clients first-rate investment management or advisory services. Whether serving in the role of Financial Consultant or providing asset management services, we're experienced and understand clearly the fiduciary and regulatory requirements involved in managing money for state, city or local municipalities, pension funds, colleges and universities and publicly supported hospital systems.

Once we have gained a clear understanding of the institution’s Investment Policy Statement(IPS), a plan is constructed reflecting the appropriate benchmarks or measures of performance which are then reviewed and updated periodically to ensure they remain relevant and realistic.