Forth Street Performance Partners

Philosophy

In this decade of historical financial challenges, there is no place for proprietary favoritism – just responsible, impartial investment direction that brings RESULTS.

 

  • Our Competitive Advantage

    • Independence

    We are not affiliated with any other financial services organization. Our only source of revenue is from providing consulting services to our clients.
    What does this mean to you?
    • You can be certain that our advice is objective and consistent with your fidiciary responsibilities.
    • Investment management choices are not limited due to associations or other incentives.
    • There are no hidden fees – we provide full transparency as it relates to all service providers.
    • We have no proprietary products to sell.


    Experience

    Clients work with senior consultants who have been providing consulting services to institutional clients for over 25 years and are owners of the firm.
    What does this mean to you?
    • Clients work directly with a senior consultant who has provided consulting services through the bull and bear markets of the past 25 years.
    • Our senior consultants are owners of the firm and have vested interests in the success of our clients and our firm. It is in our best interests to provide exceptional service and guidance to clients.
    • A lasting relationship – our structure and size promotes consultant continuity.

Resources

Clients have access to the resources of national firms, while benefitting from the experienced, personal service of a middle-market firm.
What does this mean to you?
  • Callan Associates’ Investment Advisors Group (IAG) – As a member of the IAG, we can access additional investment manager due diligence, sophisticated asset allocation analytics, negotiated lower minimums and fees, and trustee education resources.
  • Custodial Services – We work with multiple providers to negotiate custody services and access mutual funds at reduced minimums and fees.
  • Technology – We utilize industry leading portfolio management software to improve the efficiency and accuracy of the information we provide our clients.

“Fourth Street Performance Partners has worked as the investment consultant for our foundation for over 10 years. Throughout our relationship we have worked with the same consultant. He has been forward-thinking and continues to provide valuable insight to our investment committee. We are very happy with his recommendations and the results we have seen.”