LTM Consulting Group


Areas of Expertise and Service

Educational Institutions and other Not-for-profit Organizations

Investment Management Review and Support

• Asset allocation/policy portfolio construction
• Investment/finance committee development
• Developing an alternative asset allocation
• Assessing access to direct investments or fund of funds
• Manager search and selection
• Staffing an investment office/function
• Consultant search and selection
• Custodian services
• Performance and attribution reporting
• Internal software systems
• Investment accounting

Administrative/Operational Review and Support

• Governing body formation/professional development and board role clarity
• Finance/budget committee development and role clarity
• Administrative role clarity and performance appraisal tools
• Planning and maintaining multi-year operating and capital budgets and forecasts
• Financial statement and budget reporting
• Financial issues relating to facilities construction and financing
• Benchmarking of administrative expenses and compensation
• Staffing a business/finance office
• Policy and procedure review of business/finance office
• Accounting/budgeting software
• Tax issues and the 990, UBIT issues and the 990T; State UBIT issues