SERVICES: INSTITUTIONS

Defined Benefit Plans

Providing a retirement benefit for your employees is a commendable yet daunting responsibility. Market volatility, persistently low interest rates, changing workforce demographics, and regulatory scrutiny all exacerbate the complexity of meeting this obligation.

Through challenging times for public and private pension plans, Beirne steadfastly partners with plan trustees, custodians, and money managers to do more than go through the motions. We help inspire confidence through:

Customization

Advisory solutions based on your unique goals and the role of your pension plan within your overall business strategy

Asset and Liability Management

Strategies to improve your funded status and minimize plan volatility.

Market Perspective

A focus on where markets are headed, rather than a reliance on past performance.

Disciplined Investment Process

An approach that combines research, access to investment solutions, and independent investment decisions.

Cost Efficiency

A structure designed to reduce — and contain — your plan expenses

Endowments and Foundations

Endowments and foundations face an array of challenges. Fundraising and pursuing your mission is demanding enough. But with the added responsibility of managing your investment portfolio against a backdrop of market volatility, economic uncertainty, and organizational constraints, trusted guidance is nothing short of imperative.

As a registered investment advisor and fiduciary with experience consulting non-profit organizations, we offer proven practices coupled with a process-driven and proactive approach:

Customization

Advisory solutions driven by an in-depth assessment of your needs and objectives.

Market Perspective

Focus on where the markets are headed rather than a reliance on past performance.

Disciplined Investment Process

Research, access to investment solutions, and independent investment decisions.

Education

Fiduciarily committed to implementing best practices to inform important governance structure and policy decisions.

Cost Containment

Cost reviews so more funds are devoted to realizing your organization’s mission.