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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.

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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

Our Latest Insights

Joseph Matus

Principal

Economic and Market Outlooks

What’s on Our Minds

May 11, 2026 - The April jobs report showed steady unemployment at 4.3% and solid payroll growth, suggesting the labor market is stabilizing toward more hiring, which gives the…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q2 2026 Market & Economic Outlook

May 5, 2026 - Join our Investment Office for a review of the key market trends we witnessed in the first quarter and our outlook for what may lie…

Additional Offices

El Segundo (Institutional Consulting)

300 N. Continental Blvd

Suite 525

El Segundo, CA 90245

Serving institutional investors across Southern California, Cerity Partners’ El Segundo office offers Institutional Consulting Practice services.

Contact El Segundo (Institutional Consulting) Office

Seattle (Institutional Consulting)

800 Fifth Avenue, Suite 3900

Seattle, Washington 98104

Serving institutional investors across Washington and the Pacific Northwest, Cerity Partners’ Seattle office is the primary hub of our Institutional Consulting Practice.

Contact Seattle (Institutional Consulting) Office

Pittsburgh (Institutional Consulting)

1001 Liberty Ave,

Suite 1025

Pittsburgh, PA 15222

Serving institutional investors across Pennsylvania, Cerity Partners’ Pittsburgh office offers Institutional Consulting Practice services.

Contact Pittsburgh (Institutional Consulting) Office

Your Introduction to a Trusted Financial Partner Awaits

Contact San Francisco (Institutional Consulting) Office

Our San Francisco (Institutional Consulting) office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

San Francisco (Institutional Consulting) Office

425 California Street,

17th Floor

San Francisco, California 94104

Contact Our San Francisco (Institutional Consulting) Office

Call Us: (212) 202-1810

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