Cirrus works with institutions to craft portfolios that are as unique as the institution itself. Managing an institutional portfolio can be a balancing act with everything there is to consider. Cirrus makes it simple. We maintain the sophistication demanded by your institutions’ investment policy statement, and the transparency your board of directors expect. Cirrus isn’t just part of the institution’s investment plan; we are on the team and focused on delivering long-term out-of-sample investment results.
Cirrus Capital Institutional Asset Management
Cirrus will work with your business to help set-up employee retirement plans such as 401(k), 403(b), SEP Plans, SIMPLE IRA Plans, non-qualified differed plans and more. From construction, implementing, and managing the plan, we work with your business every step of the way.
Retirement Plans
There are a lot of different investment avenues for endowments and foundations that can be overwhelming and time consuming. Cirrus can generate an investment plan that focuses on both security and growth, while taking the decision making off you.
Endowments and Foundations
Cirrus will help your organization with investment management while keeping your faith-based values at the center of the plan. We can assist with retirement plan construction, budgeting, investing, and saving, healthcare, asset pools, and portfolio creation and management. We understand that investing can be a difficult and uncertain area for your organization. That’s why we aim to produce plans that make you confident that your values are at the heart of every decision.
Investment Guidance for Religious and Non-Profit Organizations
Most organizations’ asset pools are undermanaged and therefore inefficient. Cirrus can assist with allocating your asset pool while keeping your investment experience aligned with your investment policy statement.