institutional investors

As the fiduciary partner to our institutional investors, we focus on their goals as it pertains to their institution and their organizational strategies.

We serve institutional investors on multiple fronts, including corporate strategy and governance, investment strategy and value creation, due diligence and portfolio work, improving and establishing support functions, and organizational change management.

Overseeing massive funds with complex structures, institutional investors must execute successful investment strategies while simultaneously engaging with the public whose interests they represent. Purposeful Wealth understands the unique challenges that institutional investors face and work together to develop innovative solutions and help create lasting impact.

We work with a diverse set of clients, including pension funds, retirement systems, endowments and foundations, and sovereign wealth funds.