Investment Consulting

Investment Consulting

Investment Consulting

Through careful guidance and trust, we provide investment consulting for pensions, foundations, endowments, and reserves. We understand the responsibility that comes with managing money intended to serve a greater purpose. As a partner in this responsibility, we have a defined investment management process to help institutions diligently manage investments. Our deep bench of talent located in West Michigan, and throughout the nation will help to provide independent and objective advice, and institutional fiduciary services.

Blueway Financial Flow Chart

We assist with:

  • Investment Policy Statement Creation and Ongoing Review
  • Cash Flow Policy Statement
  • Asset Allocation Design
  • Investment Manager Due Diligence
  • Investment Selection, Monitoring and Reporting
  • Asset Allocation Studies to optimize risk/return outcomes
  • Relationship Service Plan
  • Investment Committee Training and Ongoing Education
  • Market Updates
  • Performance Measurement