Institutions 2017-10-08T19:56:18+00:00

Walden services the investment management and fiduciary needs of a wide variety of institutional investors, including public and corporate retirement plans, foundations, endowments and non-profits.

We provide well-diversified domestic and global multi-asset, balanced and active asset allocation strategies for small to mid-sized plans seeking to rely on a single advisor for investment management and fiduciary services, often including custody.

For larger plans or funds utilizing professional consultants, we provide a variety of style-specific strategies designed to fulfill defined roles within multi-manager constructs, including our active equity and tactical asset allocation strategies, as well as strategies designed for socially and environmentally focused investors through our Walden portfolios.

Information about our firm and strategies can be found in most institutional third party databases. Please contact us directly to complete a request for proposal or due diligence questionnaire, or to set up a meeting.