Girard, Pilkey & Associates is a sophisticated boutique investment manager operating in affiliation with CIBC, a world-class Canadian bank. This business structure allows us to work with our clients in a highly customized and personal manner while at the same time having access to the deep resources available from one of the country’s largest financial institutions.
As opposed to single-purpose investment firms (mutual fund companies and investment counselors), we act as our foundation clients’ Chief Investment Officer (CIO); managing the asset allocation of the organization’s portfolio, researching and selecting internal and external best-in-class investments for each asset class and helping the board stay abreast of foundation portfolio management best practices.
This allows the board to focus their time on operational mandates while we manage the portfolio to comply with the institution’s Investment Policy Statement and achieve its stated goals and objectives.
We also help boards meet their fiduciary obligations, and communicate portfolio information effectively to key stakeholders, with timely detailed reporting covering portfolio composition and performance, capital markets outlook, and portfolio disbursement data.
Girard, Pilkey & Associates brings the skill set required to manage foundational finances in the manner necessary to ensure stability among the organizations we rely on to enrich our communities. Please review the rest of our website to learn more about what we do, how we do it and what makes us one of the most respected choices to manage foundation assets. If you like what you see, we would be happy to provide a proposal to your organization at your convenience. Please email us today.