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Institutional Investors

Disciplined oversight, evidence-based investment frameworks, and clear governance support for institutions with long-term missions.

Institutional investors rely on IDA for disciplined oversight, evidence-based investment frameworks, and strategic coordination across portfolios. Endowments, foundations, and organizations need a partner who understands governance, risk, liquidity, and long-term objectives.

A Clear, Institutional
Framework
for Endowments & Foundations

Investment Policy Development & Updates

Support drafting, refining, and maintaining Investment Policy Statements to reflect mission, risk tolerance, and spending needs.

Asset Allocation & Risk Analysis

A disciplined process for oversight, recordkeeping, and meeting ERISA fiduciary standards.

Manager Evaluation & Due Diligence

A disciplined process for oversight, recordkeeping, and meeting ERISA fiduciary standards.

Liquidity Modeling & Spending Policy Guidance

A disciplined process for oversight, recordkeeping, and meeting ERISA fiduciary standards.

Ongoing Oversight & Reporting for Boards & Committees

A disciplined process for oversight, recordkeeping, and meeting ERISA fiduciary standards.

Why Affluent Families Choose Us

Disciplined Processes,

Clear Governance, and Long-Term Stability

Institutions must protect capital, support their mission, and meet fiduciary expectations while balancing returns, volatility, and governance. IDA delivers a disciplined, evidence-based framework that unifies policy, risk, oversight, and transparent reporting to keep portfolios aligned with long-term goals.

Policy-Driven Investment Discipline

A structured process anchored in well-defined Investment Policy Statements.

Robust Asset Allocation & Risk Frameworks

Portfolio models informed by long-term research and quantitative analysis.

Independent Manager Evaluation & Monitoring

Objective due diligence that supports accountability and transparency.

Clear Reporting That Supports Governance

Actionable updates that help boards and committees make informed decisions.

Alignment With Mission, Liquidity & Spending Needs

Portfolios structured to support sustainability and long-term purpose.

Client Scenario

Strengthening Governance 
for a Regional Foundation

Background & Challenges

A regional foundation approached IDA after experiencing turnover on its investment committee. Policies were outdated, reporting lacked clarity, and the board wanted a more disciplined approach to risk and long-term allocation.

IDA developed a modernized investment policy, clarified spending rules, and implemented a diversified portfolio across public and private markets. We now attend board meetings to provide ongoing oversight, education, and transparent reporting.

The Outcome

  • A clearly defined investment policy
  • A more diversified and resilient portfolio
  • Consistent governance documentation
  • Increased board confidence and alignment
  • A family aligned around their father’s wishes

Past results do not guarantee future outcomes. Each client’s situation is unique, and services provided will vary based on individual circumstances, financial condition, objectives, and market factors. The services described may not be suitable for all investors, and similar results cannot be expected. All investing involves risk, including the potential loss of principal.

Begin building an institutional investment strategy grounded in governance, transparency, and long-term discipline so your organization can pursue its mission with confidence.

Leadership thoughts

When your personal and business finances are aligned, every stage of growth becomes easier to navigate.

Jason Labrum

Founder | CEO

authro image

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