Choosing the right institutional advisor has never been more important.
These are challenging times for everyone, and perhaps even more so for your institution. How you invest your money and where you invest it have more far-reaching consequences today than ever before. You need a firm that has been through the best and worst of times and come out stronger for it. A firm like Beirne Wealth Consulting.
Our leaders have been the trusted partners of institutions like yours for decades. We’ve weathered virtually every kind of market, hurdled all the obstacles and proven ourselves as thought leaders in financial services to institutions time and time again.
The reason is simple. We understand the demands of our institutional clients. And we know how to give you what you need, when you need it. We did it over 34 years ago when John Beirne became the country’s first advisor to reenergize a public pension fund by using independent money managers. And we continue that same innovative and proactive approach today, constantly integrating fresh ideas with proven practices.
How do we do it?
We understand that no two institutions have the same mission, objectives and goals. Yours is unique and that’s how we treat it.
We’ve always believed that trust is earned. And we strive to earn your trust every day. We begin by getting to know and understand your institution’s particular needs.
Once we do, we go to work to identify any obstacles so we can streamline a plan that’s transparent and easy to adjust should your institution’s needs change.
Our process sets us apart.
Our guiding belief that outcomes matter and accountability is our responsibility is something we take very seriously. It’s why we never look back at what the market has done for the past 30 years like so many other institutional advisors. We believe you can’t build new strategies based on old figures.
Instead, we look ahead in three-year increments to see where the market is heading. By doing this, we’ve found that we can see a clearer picture of what will be happening in the real world, in real time, and in any kind of market. This kind of thinking has successfully worked for our institutional clients in the past. And it is even more relevant in times like these when markets change so rapidly.
It’s all about being S.M.A.R.T.er.
We’ve learned through the years that institutions need flexible processes that can produce superior results. So we use S.M.A.R.T. (Systematic Management of Assets) Consulting, a Rules-based technique. What this means for your institution is investment decisions that are more dynamic, objective, independent and transparent and better able to deliver more successful outcomes.
To achieve this, we rely on and believe in the expertise of our highly successful investment team. We then combine this expertise with independent macro and market research from one of the most respected research company’s in the world and the best outside sources to create individualized investment strategies that fit your institution’s unique set of goals.
We’ve got what your institution needs to succeed.
We know how essential it is to have people you trust be responsible for integrating and implementing the most important elements of your investment plan—whether it involves assessing your needs, allocating your assets, putting your portfolio into action, reporting on your portfolio’s performance or all of these things. BWC has everything in place to do that for your institution, and more.
- Client Assessment: Building a relationship of confidence and trust.
What are your goals? Your views on risk? What issues do we need to consider when structuring assets and how do you make organizational decisions? Are there philosophical or ethical considerations that could have an impact on your choices? What do you want to do for your employees?More » CloseAnd perhaps, most important, what do you expect from us? Your answers to these questions are essential to helping us develop a highly strategic and effective investment plan for your institution that includes fee analysis and assessment.We can also set up a smart retirement plan for your employees — from defined contribution plans to defined benefit plans.
- Asset Allocation: Finding the right investments at just the right time.
You want the best possible returns for your institution—without putting its capital at risk. You’ve come to the right place.More » CloseWe focus on preserving your capital first and have found that, by doing this, the upside takes care of itself. And while we choose your institutional investments prudently, we adjust your portfolio dynamically to manage risk better and take advantage of opportunities presented by market volatility.
- Research: When you work with the best, you expect nothing less.
While an in-depth understanding of your institution’s objectives is crucial to success, nothing replaces the importance of solid research and experienced analytical skills.More » CloseThe most impressive investment advice comes from the perfect marriage of both. Which is why BWC has chosen to partner with some of the industry’s most highly-regarded research organizations.
Another area we research carefully is conducting investment manager searches and evaluations. We do our best to find the perfect fit for you and your institution. Then we continuously monitor our choices to ensure you’re getting the service, attention and advice you deserve.
Only by being this proactive, can we provide your institution with the best thinking and best knowledge available in the financial services industry.
- Portfolio Implementation: Making the pieces work as one.
A great plan demands great implementation. That goes without saying at Beirne Wealth Consulting.More » CloseOur team has a strong track record of working with institutional committees and executive-level officers. As always, we continue to break new ground in institutional investing and use proven techniques that work in any kind of market. By providing institutions with investment education, expert advice and the highest standard support tools, we have found that it is much easier and efficient to implement a plan that’s flexible, transparent and ultimately, more successful.
- Performance Reporting: Keeping an eye on your outcomes.
You know how complex institutional portfolios can be. And so do we. Which is why we keep you up to date on everything we do with state-of-the-art consolidated performance reporting.More » CloseWe want you to see the value our recommendations make to your portfolio. It’s just one of the ways we hold ourselves accountable to your institution. Our reports are simple enough to help you assess all of your investment assets. Yet comprehensive enough to provide the whole picture. What’s more, you’re in control. You decide how little or how much detail to include. Choose a portfolio overview. Or check the performance of a specific advisor. It’s entirely up to you.
Put the whole package to work for your institution.
There are many institutional wealth advisors to choose from. So why Beirne Wealth Consulting? From our precedent-setting advisory team to our proven processes to access to world class research, resources and investment vehicles, your institution can rely on us to provide more of the outcomes you’re hoping to achieve.