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What We Offer

Defined benefit plans and endowments and foundations.

Defined Benefit Plans

We believe the organizational commitment to provide a guaranteed retirement benefit for your employees is among one of the most daunting responsibilities your institution can face. Financial market volatility, persistently low interest rates, changing workforce demographics and regulatory scrutiny all exacerbate the complexity of meeting this obligation.

Because times are challenging for public and private pension plans, choosing the right institutional advisor is important. BWC, in particular, works with many plan sponsors. Some of the other qualifications and benefits that should advance BWC to the top of your consideration include:

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 unique 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 dynamic, independent investment decisions.

Cost Efficiency

A structure designed to reduce (and contain) your plan expenses.


Endowments and Foundations

Endowments and foundations face a broad array of challenges. Fundraising and pursuing your organization’s mission is demanding enough. BWC believes the added responsibility of managing your investment portfolio against a backdrop of market volatility, economic uncertainty and your own organizational constraints, and expert guidance is nothing short of imperative.

As an institutional investment advisor and fiduciary with particular expertise consulting nonprofit organizations, BWC offers proven practices coupled with a process-driven and proactive approach.


Customization

Our advisory solutions are driven by an in-depth assessment of your needs and objectives.

Market Perspective

We offer a unique focus on where the markets are headed rather than a reliance on past performance.

Disciplined Investment Process

This approach combines research, access to investment solutions and dynamic, independent investment decisions.

Education

As fiduciaries, we are committed to implementing best practices as you navigate important governance structure and policy decisions.

Cost Containment

We’ll help review costs so more funds are devoted to realizing your organization’s mission.

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