Fourth Street Performance Partners - Institutional Investment Consultants

Who We Are

Fourth Street Performance Partners was founded with the goal of providing high quality, comprehensive services to endowments, corporate retirement plans, foundations, and high net worth families.

Fourth Street Performance Partners is a fee-only institutional investment consulting firm with no proprietary products to "sell". Because we are paid solely and directly by our clients, you can count on us to sit on "your side of the table" to link you with those opportunities that will best ensure your future financial strength. To that end, we work on your behalf and in conjunction with your legal counsel, accountants, and other key players to bring you a level of financial direction that is unsurpassed.

In this decade of global financial opportunity, there is no place for proprietary favoritism - just responsible impartial investment direction that brings results.

Our Five Steps to Linking Capital with Opportunity

#1 Analysis of Your Current Position
Initially, we conduct a thorough review of your current investment activities, including investment strategies and policies.

#2 Design Your Optimal Portfolio
We propose an asset allocation strategy for your fund based upon your risk tolerance, return expectation, income need, asset preference, and time horizon.

#3 Formalize Your Investment Policy
We will then prepare an investment policy that addresses your portfolio objectives, investment guidelines, money manager selection procedures, security guidelines and constraints, and the procedure for monitoring money manager performance.

#4 Implement Your Investment Policy
In accordance with your investment policy developed in step #3, we assist you in choosing appropriate money managers for your fund, as well as negotiating favorable account size minimums and fees.

#5 Monitor Your Investment Program
In addition to providing ongoing supervision of your investment program, we provide appraisal reports and performance reports which show you how your fund has performed against your objectives and and market indicies.

Our Strategic Alliances

We are a member of The Independent Advisor Group (IAG), a division of Callan Associates Inc., the largest private investment consultant in the country. This alliance with Callan enables us to provide midsize institutional clients the same investment expertise that Callan provides to multi-billion dollar institutions.

Click Here for more about The Callan Connection.

For More Information, please Contact Us!