Investment Management
Investment portfolio management for tribes, institutions & businesses.
Tallsalt provides an integrated offering of independent investment consulting services designed to optimize our client’s investment return. We assist our institutional and governmental clients to protect their organization’s assets, fulfill their fiduciary duties and maintain transparency. We offer investment consulting services to institutions, businesses, tribal governmental organizations, 401(k) plans, trust funds and scholarship funds.
These services include:
- Portfolio management and construction
- Investment policy development (IPS)
- Asset allocation assessment & recommendations
- Investment fund manager and custodian research
- Economic and market research
- Performance monitoring and reporting
- Fiduciary Education
- Client education
- Investment Approach
Tallsalt implements clients’ investment plans with all activity, decisions and changes subject to approval by the client’s investment committee or designated representatives. Tallsalt can assist clients to navigate the issues of limited waivers of sovereign immunity with tribal policy makers and legal counsel.
Tallsalt Advisors is the market name for Mette Associates LLC and Tallsalt Advisors LLC. Mette Associates LLC is a registered investment advisory firm. Check the background of your financial professional on FINRA’s BrokerCheck.