Institutional Consulting

Stordahl Capital Management has a long history of successfully working with non-profit and for-profit institutions such as endowments, foundations, and private and public corporations. Recognizing that every organization has unique requirements and structure, the plan we create together will be as distinctive as the organization you represent.

We work with you to develop an Investment Policy Statement that will address:

  • Portfolio objectives
  • Risk tolerance and risk budgeting
  • Return objectives
  • Spending guidelines and liquidity requirements
  • Asset allocations
  • Portfolio implementation and management
  • Performance evaluation and benchmarking