At Boyer & Corporon, all institutional clients benefit from a comprehensive set of services designed to ensure that board members, employees and supporters are confident in the management of the organization’s assets.
- Assistance in preparing an institutional investment policy; assurance of funds management in accordance with policy
- Regularly-schedule portfolio reviews
- Support & assistance during annual accreditation reviews, helping ensure proper accreditation for client’s industry Assistance with annual internal audits Monthly consolidated asset class performance reports
- Monthly reports to internal accounting department
- Monthly investment reports for Director of Investments/Board of Directors
- Presentations to Board, quarterly, semi-annually, annually, as dictated by
- organizational needs, upon request
- Charitable giving seminars for institutional supporters
- Liaison with Greater Kansas City Community Foundation, and their local and national affiliated foundations, including quarterly reports
- Operational services
- Deposits
- Wires
- Journal of funds