Pivotal Advisors
Pivotal Advisors is an investment adviser that provides solutions to institutions seeking to make a greater impact with their investment portfolios. It emphasizes identifying alpha, mitigating risk, and maximizing impact through an Environmental, Social, and Governance lens. The firm focuses on fundamental analysis with a technical overlay.
SERVICES
Foundations and Endowments
Pivotal has over 30 years of discretionary and non-discretionary investment advisory experience. The firm's strengths lie in asset allocation, portfolio construction, individual stock selection, ESG consideration, diverse manager sourcing, and fee minimization.
Institutional Retirement Plans
Pivotal acts in a co-fiduciary capacity to retirement plans. It works with both defined contribution (403(b), 401(k), 457) and defined pension plans. It can serve in an ERISA 3(21) or 3(38) capacity or manage a multi-asset strategy in a carve-out pension structure.
Wealthy Families
Pivotal collaborates and designs a plan that is unique to your family – one that evolves and grows with your needs.