Frequently Asked Questions About California’s 2026 Billionaire Tax
San Francisco (Institutional Consulting) Office
Serving institutional investors across Northern California, Cerity Partners’ San Francisco office offers Institutional Consulting Practice services.
Contact San Francisco (Institutional Consulting) Office
San Francisco (Institutional Consulting) Office: 655 Montgomery Street, Suite 1190 San Francisco, California 94111
M-F 8:30 AM - 5:00 PM
Contact San Francisco (Institutional Consulting) Office
655 Montgomery Street, Suite 1190 San Francisco, California 94111
M-F 8:30 AM - 5:00 PM
San Francisco Institutional Investment Consulting
Northern California’s leading institutions turn to us for objective, research-driven investment counsel. Our San Francisco office advises public plans, multiemployer plans, nonprofit institutions, and corporate retirement plans; helping fiduciaries navigate complexity with clarity, discipline, and independence while maintaining an unwavering commitment to fiduciary standards.
Nondiscretionary Institutional Investment Consulting in San Francisco
Our consulting approach begins with a thorough understanding of each client’s objectives, risk capacity, and governance framework. We develop customized investment policies and portfolio strategies, provide disciplined manager research and selection, and deliver ongoing monitoring and reporting to support informed fiduciary decision-making. We act as an extension of our clients’ staff, advocating on their behalf with managers and service providers to promote alignment, efficiency, and accountability.
Contact San Francisco (Institutional Consulting) Office
Research
Economic and capital markets research supports a comprehensive understanding of the forces which drive investment outcomes and provide for capturing opportunities
Strategic Asset Allocation
Rigorous, data-driven analysis to determine the optimal mix of assets aligned with your return requirements, liabilities and risk tolerance
Investment Policy Development
Clear, actionable policies that guide decision-making and fulfill fiduciary obligations
Manager Research and Selection
Comprehensive due diligence across public markets, real assets, and private investments to identify experienced and established managers
Portfolio Monitoring and Reporting
Ongoing oversight and transparent performance reporting to keep trustees informed
Risk Management
Sophisticated tools and expertise to understand, measure, and manage portfolio risks
Governance Support
Education and guidance for investment committees, board, and staff navigating complex decisions
Our Team of Institutional Consultants in San Francisco
Cerity Partners’ San Francisco team serves institutional consulting clients as dedicated fiduciaries; combining specialized knowledge of the Northern California market with the full strength of our national platform.
Meet Our Full San Francisco (Institutional Consulting) TeamOur Latest Insights
The Outsourcing Landscape: A Field Guide to OCIO Services
How Should Corporations Get Paid For Helping Startups?
