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:
We service institutional clients in the following sectors:- 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
