Services For Institutions
Investment Management
At Mehta Financial Group, LLC, we specialize in helping institutions manage and grow their investment portfolios responsibly and strategically. Our services cater to corporations, hospitals, private and public retirement plans, foundations, and endowments—organizations that hold the responsibility of managing significant pools of assets.
Our goal is to support these institutions in fulfilling their fiduciary duties, providing sound investment guidance, and ensuring proper portfolio oversight. We work closely with each organization to develop tailored investment strategies that align with their objectives, risk tolerance, and long-term goals.
Our Institutional Services Include:
- Investment Policy Statement (IPS) Development: We assist in preparing a comprehensive IPS that outlines investment objectives, risk tolerance, and strategic guidelines.
- Strategic Asset Allocation: We construct diversified portfolios that balance risk and return while meeting the institution's specific financial goals.
- Discretionary and Non-Discretionary Portfolio Management: Whether you seek active management or advisory support, we offer flexible management solutions.
- Cash Flow and Budgeting Analysis: We analyze cash flow needs to ensure liquidity and optimize budget allocations.
- Income Planning: We develop strategies to generate reliable income streams for institutions, meeting both immediate and future needs.
- Ongoing Monitoring and Reporting: Our team actively monitors portfolio performance, adjusting strategies as needed to adapt to changing market conditions and organizational priorities.
With a focus on long-term growth and sustainability, we aim to provide institutions with the confidence and clarity needed to navigate complex financial landscapes while honoring their fiduciary responsibilities.
Investment Management Process
At Mehta Financial Group, LLC, we follow a structured, thoughtful approach to investment management tailored to the unique needs of each organization. Our process ensures that your investment strategy aligns with your financial goals, risk tolerance, and long-term objectives.
Our Process Includes:
- Portfolio Analysis and Objective Setting:
We begin by reviewing any existing portfolio or, if none exists, by developing a clear set of objectives and constraints tailored to the organization’s financial goals.
- Understanding Specific Needs:
We thoroughly assess the organization’s financial requirements, including cash flow needs, fixed income targets, growth expectations, and any other specific goals that shape the investment strategy.
- Portfolio Construction:
Based on the identified needs, we build a customized portfolio that aligns with the organization’s time horizons, objectives, and internal investment guidelines. Our approach leverages a broad range of investments and strategies to meet the organization’s targets while balancing risk and return.
- Ongoing Management and Monitoring:
We actively manage the portfolio, conducting regular due diligence and performance reporting. We also review the Investment Policy Statement (IPS) to ensure that all allocations remain aligned with the organization's goals. If necessary, we make tactical and strategic adjustments to rebalance the portfolio in response to changing market conditions or evolving needs.
