Is Fourth Street The Right Fit for Your Organization?
While the missions and needs of our clients may vary, each client desires to work with a consulting firm that takes the time to understand their organization and assist them in fulfilling their mission. Fourth Street embraces five underlying philosophies that guide our actions and ensure we are working in the best interest of our clients.
These 5 philosophies are important to us. Are they important to you?
Fiduciary Duty Comes First
Fourth Street's mission is to assist our clients in fulfilling their mission. At Fourth Street we believe that embracing the role of fiduciary is essential to helping our clients meet their goals. Our duty to our clients drives each decision we make from designing our organizational structure to developing our firm's policies and procedures. We align our interests with that of our clients.
A Commitment to Independence
Fourth Street's only source of revenue comes from our clients. We do not align ourselves with third parties, collect commissions or wrap fees or sell proprietary products. Operating with true independence enables our consultants to deliver objective investment advice and not limit the universe of investment products available to our clients. Fourth Street's commitment to independence allows us to deliver our best ideas to our clients at all times.
Deliver Customized Investment Programs
Each of Fourth Street's clients has a unique mission and no two clients are alike. Our process begins with the Discovery phase in which we identify your organization's mission and goals. Discovery provides our team with the information needed to design a customized investment program including an asset allocation, investment policy statement and reporting package all customized to your organization's needs. As your organization grows and changes, we can adapt this program to grow with you.
Investing in Resources
While our number one resource is our people, we believe strongly in securing dynamic, industry leading resources to support them. Selecting the appropriate resources enables Fourth Street to deliver the services provides by larger national firms while maintaining our commitment to the personal service of a local firm. Some of our investment resources include Advent, an industry leading portfolio management system, Callan's Performance Evaluation Program (PEP), Morningstar, a mutual and hedge fund database and IW Financial, a socially responsible database.
Responsiveness to Client Needs
At Fourth Street, responding quickly to the changing needs of our clients is a priority. For this reason we have created an organizational structure and team approach that eliminates layers of unnecessary processes, keeping us nimble and efficient. If your organization requests a unique solution to an issue our team meets, makes a decision and responds quickly. Layers of bureaucracy do not slow us down.