Berthel Schutter consultants draw on years of experience acting in a fiduciary capacity and serving tribal governments for a variety of mandates including per capita trusts;
deferred per capita trusts; operational reserves; housing endowments, retirement plans and debt service reserves.
This experience means our recommendations for investment policies, processes and portfolio structures will:
recognize and preserve the sovereign status of the tribal government in the investment contracts
honor special reporting requirements in the communication of investment matters and recommendations
empower tribal government decision makers to act with a fiduciary mind set
seek investment structures that satisfy financial objectives, while also respecting tribal preferences and legal considerations
Independence
Berthel Schutter's independent approach means our recommendations are made solely for the benefit of the tribe and its members.
We are not hindered by potential conflicts of interests that are inherent in the approach of some advisers that rely on pre-arranged platforms for management, custody and brokerage.
Our independence allows us to seek innovative solutions for your accounts, including contract provisions for dispute resolution that are acceptable to the tribe,
and to aggressively negotiate fees and services on your behalf.
