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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
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San Francisco (Institutional Consulting) Office: 425 California Street, 17th Floor San Francisco, California 94104

M-F 8:30 AM - 5:00 PM

Contact San Francisco (Institutional Consulting) Office

425 California Street, 17th Floor San Francisco, California 94104


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 best-in-class 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) Team

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Additional Offices

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Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

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