Berthel Schutter principals have extensive experience serving as fiduciaries and our investment consulting process was built out of that experience.
We know first hand the challenges of a volunteer investment committee -
with diverse backgrounds and limited time - coming together to act with skill and prudence in their investment decisions.
Unlike many consulting firms, our business model offers an experienced fiduciary as lead consultant on client relationships.
Our research and supporting materials are specific to each committee's decisions.
Meetings and resulting decisions are systematically documented to provide a permanent record of a prudent fiduciary process.
Our review process includes quarterly analysis of fees. We add significant value in negotiating the fees and services for our clients.
Our fiduciary process includes review of donor communication
to ensure a message of stewardship consistent with the integrity of investment policy and procedures.
Since 1998, institutions have hired Berthel Schutter for our professional knowledge and proven fiduciary process. We attract clients seeking a partner in their decisions - clients interested in understanding the facts no matter how challenging
it is to incorporate them into their decisions. Our clients will tell you that we are an active partner in their investment decisions.
