Our relationship begins with a conversation. Your Profound consultant will gain a thorough understanding of your organization’s mission and history, investment objectives, asset & liability structure, liquidity requirements, time horizon, risk tolerances, and overall financial condition.

Our relationship begins with a conversation. Your Profound consultant will gain a thorough understanding of your organization’s mission and history, investment objectives, asset & liability structure, liquidity requirements, time horizon, risk tolerances, and overall financial condition.

To assist in creating a custom asset allocation tailored to your investment constraints and risk considerations, we build your investment strategy and leverage the work of our highly experienced Investment Advisor

Our sophisticated measurement and risk analysis reporting tools and our enhanced customized reports are designed to present a clear picture of your investment results. We regularly monitor and review changing market conditions, investment performance, and your evolving organizational goals.

We'll keep your investment committee well-apprised of performance. As often as you wish, we’ll work with them to provide up-to-date information.

We have the flexibility to conduct due diligence on managers you retain, even those not covered by our manager due diligence team.