Fieldpoint Private brings deep experience working with institutional clients, including endowments, foundations, associations and family offices, and we are proud that many of these relationships predate our founding, extending back decades.
We understand that we are working to protect not only money, but the missions of these organizations and the trust of those who fund them. Your investment portfolio will always be a reflection of this.
Our institutional investment teams construct highly customized portfolios, accessing exceptional independent managers and capital markets expertise. For institutions, and for individuals and families whose complexity and needs resemble those of an institution, the result is clarity - portfolio construction and management advice from a macro view, with unconflicted objectivity.
Investment planning and investment policy statement
Asset allocation, strategic and skills-based tilting
Manager/fund search, due diligence and selection
Alternative investments portfolio construction
Risk evaluation, management, monitoring
Risk management for concentrated positions
Aggregation and performance reporting
Capital call lines of credit
FDIC deposit insurance into the tens of millions per depositor1
Online billpay and presentment
Custom reporting & multi-level account access
International wire transfers with currency conversion
1. Coverage through ICS (Insured Cash Sweep) and CDARS (Certificate of Deposit Account Registry Service), services of Promontory Interfinancial Network, LLC