Walden services the investment management and fiduciary needs of a wide
variety of organizations. These include the following:
- investment assets of foundations, endowments, and religious organizations,
- retirement assets of state and local governments,
- pension,
annuity, or health and welfare assets of labor unions,
- profit sharing and defined benefit plans of small to mid-sized companies.
Walden serves institutional
clients throughout the United States. From customized investment policy
statements to reporting, advisory and trustee services, our portfolio managers
provide a broad range of services to trustees and client executives. Retirement
plan sponsors also value our experience in proxy-voting, pension distributions
and other fiduciary services. We also serve as a sounding board – reviewing
spending policies, translating concerns into guidelines, and working with
committees, consultants, auditors and program staff to help align an institution’s
investments with its mission.
As a chartered trust company we can also provide custodial services.
Alternatively, we can work with your designated third-party custodian.
Because of our long experience in balanced account management, we are frequently
asked to invest all of our clients financial assets. In addition, Walden
offers a variety of specialized investment products including growth, value,
mid-cap, and small-cap equity strategies to support the diverse requirements of
larger funds.
Information for Consultants and other Professionals
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