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Home > Financial Services > Stock Brokers > Fourth Street Financial Group, Inc.
Fourth Street Financial Group, Inc.
Fourth Street Financial, founded with the goal of providing high quality, comprehensive services to endowments, corporate retirement plans, foundations, and high net worth families, is a fee-only institutional investment consulting firm with no proprietary products to sell.
They conduct a thorough review of your current investment activities, including investment strategies and policies. They propose an asset allocation strategy for your fund based upon your risk tolerance, return expectation, income need, asset preference, and time horizon.
They then prepare an investment policy that addresses your portfolio objectives, investment guidelines, money manager selection procedures, security guidelines and constraints, and the procedure for monitoring money manager performance. They also provide appraisal reports and performance reports which show you how your fund has performed against your objectives and and market indicies.
The firm assists you in developing a strategic asset allocation that meets your unique needs and objectives. Their consultants will draft a comprehensive investment policy statement customized for your organization. The manager search process they follow is the most objective and rigorous in the industry.
They assist your organization in evaluating and selecting the vendor most appropriate for your needs. Their consultants help select the number and types of options to offer within the plan, and conduct an objective manager search within the available investment universe.
They offer fiduciaries and their advisors a one-day course entitled Fiduciary Conduct, Investment Policy, and The Investment Management Process. The course is designed to help fiduciaries understand the prudent principals entailed by ERISA and other legal standards, as well as examine the factors controlling consistent long-term investment success.
Using proprietary software and five-year capital markets projections, they are able to help you develop a strategicasset allocation that meets your return objectives and risk tolerance.
Their fiduciary audits are designed to examine all aspects of your investment program for compliance with ERISA. Their consultants will thoroughly evaluate your investment manager in many quantitative and qualitative areas.
Because the firm is paid solely and directly by their clients, you can count on them to sit on your side of the table to link you with those opportunities that will best ensure your future financial strength. They work on your behalf and in conjunction with your legal counsel, accountants, and other key players to bring you a level of financial direction that is unsurpassed.
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