Built on Trust

As an independent investment consulting firm our goal is twofold: deliver customized consulting services that enable our clients to achieve their mission and develop a long-lasting relationship based on trust.

Our Firm

Fourth Street is an independent investment consulting firm serving institutional clients with mid-size pools of capital. Fourth Street has carefully structured its organization to enable our associates to provide clients with the customized approach of a regional firm while providing the research and resources of a national firm. The result is personalized investment programs and quality service that builds lasting relationships.

Services

Who We Serve:

• Healthcare Organizations
• Colleges and Universities
• Religious Organizations
• Non-profit Organizations
• Community Organizations
• Professional Service Firms
• Corporate Pensions and Retirement Plans
• High Net Worth Individuals and Family Offices

What We Do:

• Asset Management Services
• Asset Allocation Studies
• Performance and Risk Analysis
• Defined Benefit and Defined Contribution Services
• Trustee Education
• Socially Responsible Investing
• Asset/Liability Modeling
• Custodial Bank Searches
• Recapture Program Searches