Healthcare

We take a holistic view of the assets of a healthcare organization and their broader impact on its future cash flows, income statement and balance sheet.

As the economic and regulatory climate continues to pressure healthcare organizations to do more with less, we recognize the greater emphasis on both investment performance and risk management. Our philosophy reaches beyond investments and is designed to help organizations ultimately redefine success, manage risk, and focus on the real result – their ability to meet their goals.

We take the time to listen closely to our clients and offer sophisticated guidance developed from our extensive experience advising healthcare organizations across their varying pools, including operating assets, longer-term restricted assets, retirement funds, foundations, healthcare insurance trusts and offshore insurance captives, to name a few. As one of the largest consulting practices of its kind, we draw upon a deep understanding of the healthcare industry to provide our clients with informed advice to help them navigate this challenging and competitive environment. We are committed to equipping investment committees and staff members with a full understanding of the financial trade-offs of their strategic decision-making, and we advocate best practices on governance, investment policy, and fiduciary management.