Our Competitive Advantage

When it comes to helping our clients fulfill their mission, there is no place for proprietary favoritism, just responsible, impartial investment direction that brings results.

Independence

We are not affiliated with any other financial services organization. Our ONLY source of revenue is from our clients.

What does this mean to you?

• Our advice is objective and aligned with your mission.
• We have full access to the broadest universe of investment products. Investment management choices are not limited due to associations or other incentives.
• There are no hidden fees — we provide full transparency as it relates to all service providers.
• We have no proprietary products to sell.

Experience

Clients benefit from the knowledge and wisdom our team has gained while weathering the bull and bear markets over the past few decades.

What does this mean to you?

• You will work with a team of investment professionals that brings a combined forty plus years of consulting experience to your organization.
• Our senior consultants are owners of the firm and have vested interests in the success of our clients and our firm. It is in their best interests to provide exceptional service and guidance to clients.
• Fourth Street’s team approach and size promotes long lasting relationships. Over fifty percent of our clients have been with Fourth Street for over a decade.

Resources

Fourth Street is committed to investing in industry leading resources. This investment enables us to provide our clients access to the resources of national firms, while benefitting from the experienced, personal service of a regional firm.

What does this mean to you?

• Callan Associates’ Investment Advisors Group (IAG) – Callan is the largest investment consulting firm in the United States and has been in business since 1973. As a member of the IAG, Fourth Street can access additional investment manager due diligence, sophisticated asset allocation analytics, trustee education resources.
• Custodial Services — We work with multiple providers to negotiate custody services and access mutual funds at reduced minimums and fees.
• Technology — Examples of some of the investments we have made in technology include:
  
  InvestmentMetrics — An industry leading portfolio management software that improves the efficiency and accuracy of our process.
  Callan’s Performance Evaluation Program (PEP) — A performance, risk, and style analysis software application used to measure performance relative to peer groups and risk analysis.
  Callan’s Asset Max — An asset allocation modeling tool which assists in developing customized asset allocations for each client.
  Morningstar Direct — A mutual fund and hedge fund database.
  Institutional Shareholder Services, Inc (ISS) — A socially responsible and ESG resource used to ensure that clients’ investment portfolios are aligned with their values and mission.