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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: 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 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

Darrick Priester

Partner & Director of Risk Management

Individuals and Families

The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…

Ty Parrish

Partner

Corporations

Process Over Outcomes: What Plan Fiduciaries Need to Watch in the Second Half of 2026

July 7, 2026 - Plan sponsors are simultaneously confronting heightened cybersecurity and distribution-fraud risk, SECURE 2.0’s Roth catch-up requirements, and an ERISA litigation environment increasingly focused on process and…

Ben Pace and Joseph Matus

Economic and Market Outlooks

Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

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.

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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

655 Montgomery Street,

Suite 1190

San Francisco, California 94111

Contact Our San Francisco (Institutional Consulting) Office

Call Us: (212) 202-1810

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