Our goal is to provide an Institutional Investment Consulting philosophy and process through an open architectural platform. This enables us to deliver advice and solutions that are independent and objective, with uncompromised flexibility, while providing fiduciaries an ability to prudently discharge their fiduciary responsibility and gain the most from their organizations professionally managed assets.
The Stalwart Group will serve as a Named Fiduciary to organizations that engage The Stalwart Group as an Investment Consultant.
We provide Institutional Investment Consulting to small and medium size organizations.
Our philosophy is the foundation upon which we add value, establish a commitment, and build confidence with fiduciaries and the organizations we serve.
Our process is prudent, comprehensive and consistent, which gives organizations the personal and professional attention necessary to realize their goals and objectives.
The Stalwart Group is committed to providing independent, objective, innovative and dynamic solutions that enable fiduciaries to make sound and economically informed decisions related to the disposition of their organization's professionally managed assets.
At The Stalwart Group we adhere to a strict policy emphasizing open architecture and independence. Our advice and solutions are independent, objective and innovative, which means we are not limited, restricted, or influenced by money managers, mutual fund companies, broker-dealers and/or other financial institutions.
The key attribute to our open architectural platform is our independence, which allows for greater flexibility and choices among investments, custodians, vendors, solutions and design leading to a higher degree of customization and transparent expense disclosure.
Our Institutional Asset Management & Consulting philosophy and process addresses an organization's unique needs and requirements.
This enables us to navigate clients through an ever changing and more complex financial environment, due to the proliferation of new regulations, managers, strategies, financial instruments, increased market volatility, and globalization of economies.