Asset Management Services
Wortham Price Partners has extensive experience and capabilities in advising individuals and companies on establishing and managing assets for retirement plans and managing funds for foundations and endowments. Because of our experience in serving on a number of boards and foundations, we are aware of the legal and investment quality criteria that must be adhered to for meeting fiduciary responsibilities. We will help you design and implement an investment plan that meets your stated goals and risk tolerance. Once your plan is established, you will receive periodic performance reporting against agreed-upon benchmarks to ensure that your investment plan stays on track toward its stated objective.