Does your investment strategy represent your mission?
Thoughtful, comprehensive advice. Long-term perspective. No surprises.
These principles guide Phillips & Company in the service of our institutional clients. Founded in 1992, we are an independent, SEC-registered investment firm. We operate in a unique thoughtful manner that enables us to make decisions solely based on our clients’ objectives. We subscribe to a ‘no surprises’ investment philosophy where frequent and open client communication is paramount.
We offer our unique consulting approach to institutional investment management that requires the following:
- Committee Engagement in Strategic Asset Allocation
- Governance Alignment
- Accounting and Reporting Services
- Liability Driven Allocations
- Capital Markets Expectations
- Asset Allocation and Manager Selection