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Institutions
At Accurate Advisory Group our team will provide fiduciary advice to support your responsibilities by being your investment counsel, process and solutions with customized solutions to serve trustee and committee-directed portfolios, provide results-oriented impact investment solutions inclusive of measurement and reporting tools and give you comprehensive services to complement your existing organization or even manage your complete back office. Don’t forget to ask about our incentive-based pricing for qualifying institutions.
Institutions
Benefits and Solutions
Why Hire A Family Office To Advise A Foundation?
Foundations and endowments are typically formed to make a lasting difference over generations. Family offices are built to provide objective integrated advice for stewards of generational wealth. There is alignment between the fiduciary duty of a family office and the fiduciary requirements of trustee and committee directed investment programs.
Our work with foundations and other non-profits grew out of our work with families. Institutional clients benefit not only from the investment advice we provide, but also from the comprehensive suite of investment and foundation office services that truly allows them the peace of mind and bandwidth to focus on managing the organizational, charitable, and programmatic work.
Accurate Family Office Caters To “Select” Institutions. What Does This Mean?
Accurate Family Office may not be the right fit for all institutional client. Organizations that focused on the following have selected Accurate Family Office:
Large financial institutions and consulting firms are not fully aligned with the attention and customization they require
An independently operated partner-owned advisory firm delivers aligned advice, and the talent retention is typically very high
Flat organizations can be nimble and responsive to change
A firm focused on constant improvement with a culture of innovation can deliver tools and solutions to keep their organization ahead
Why Choose Accurate Family Office for My Organization?
Independently Operated & Partner Owned
Accurate Advisory Group is partner-owned and operated, currently with 48 partners. This enables us to manage the company focusing exclusively on achieving our client’s goals free of any corporate parent’s business requirements. Our ownership structure enhances our ability to attract and retain the industry’s top talent. Lastly, it provides the framework to uphold our promise to be there for our clients over multiple generations.
Why Choose Accurate Family Office for My Organization?
Innovation
The strength of Accurate Advisory Group lies in our deep commitment to providing innovative solutions meeting the needs of our clients and keeping them ahead of the curve. As an example of our innovation, Accurate Family Office’s Portfolio Platform (P-Cubed) is an innovative proprietary investment structure that provides the ability for investors to hold diverse investments in a single account with the goal of lowering costs, aligning values, and providing measurement and control in ways we believe were not before possible.
Why Choose Accurate Family Office for My Organization?
Our Size
We believe we have achieved the right blend of large where it counts and small where it matters. We use our size and scale for the exclusive benefit of our clients, providing access, reducing expenses, and constantly driving to improve all aspects of our platform. We are, however, not so large that we must ration client access to the managers we recommend or provide simplistic or formulaic investment advice. We offer the flexibility and customization of a boutique firm with the experience and depth of a large one.
Why Choose Accurate Family Office for My Organization?
Impact and Environmental, Social and Governance Investing
Accurate Family Office is not only a leading adviser for social and mission-related investing, but an established and recognized thought leader at the industry level. Our commitment to this space runs deep and wide and is reflected in our fast growth—we have nearly doubled investments in this area in recent years. We will continue to dedicate significant resources to innovating and providing clients with creative solutions to seek to best align their investments with their values and their mission.
Investments
Objective advice, deep research, innovative solutions, and a commitment to deliver competitive net results.
Tax and Accounting
In-house team of tax professionals to assist with all of your compliance and accounting needs
Contact Us
Let’s get in touch!
If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!
Please complete the form on this page and our team will contact you.
