As active leaders in their communities, many of Bedel Financial Consulting’s clients have needs beyond the individual level. Serving as trustees of large foundations and institutions, they face unique goals and challenges that require a different approach to investing.
As a fiduciary partner we empower institutions
to choose the path that is most beneficial for them.
As a fiduciary partner with our institutional clients, Bedel Financial Consulting reviews and updates existing investment policy statements. We also provide investment recommendations that are diversified in order to limit the risks to institutions while aligning their portfolios with their long-term goals. We actively manage the portfolio based on the agreed-upon plan. We provide personalized reporting tools so that boards and finance committees stay informed at all times. Through our depth of experience and keen focus on investments, we empower institutions to choose the path that is most beneficial for them.