Institutional Investment Consulting

Fireside Capital Advisors is a boutique institutional investment consulting firm that serves as a fiduciary and partner to your organization.

The seasoned professionals at Fireside have a combined 40+ years of experience working with both large and small organizations.  Having served as investment committee chairmen, and treasurers, for various charities and foundations ourselves, we understand the day-to-day challenges that the leaders of these organizations face.

One of the most important issues we address in a new engagement is the integration of an organization’s spending policy with the asset allocation policy and present this concept in a crisp Investment Policy Statement (IPS).  We can help you develop, or enhance, an IPS to ensure that these factors work together for an optimal outcome.  Periodic review of the IPS ensures compliance with your mission.

Our ultimate goal is to provide superior risk-adjusted returns that meet your organization’s investment goals while being mindful of expenses.