Institutional investors, such as pension funds, endowments, and foundations operate in a somewhat different environment than many individual investors.

Due to a variety of factors such as institutional constraints, legal requirements, short and intermediate term funding draws, etc.  institutions can be limited in their ability to implement intelligent investing principles in the management of their endowments.

As a result of these and other forces, many institutions can end up with relatively mediocre investment performance from their investment assets.  This lackluster performance can then have a significant impact on the ability of an institution to meet its obligations, maintain purchasing power in inflationary environments, or fund growth.

For institutions with an interest in exploring intelligent alternatives, The Ridgewood Group can provide its money management services.  In working with institutions, we utilize many of the same proven skills and independent investment research that have made us so successful in implementing intelligent investing with respect to the existing portfolios that we manage.

For more information on how we might be able to assist your institution, please call or contact us to set up an in person meeting with your designated financial officer, investment committee, or outside advisor.