North Pier Fiduciary Management, LLC

North Pier Fiduciary Management, LLC is a California-based investment adviser specializing in fiduciary consulting services for endowments, foundations, pension funds, and other institutional clients. Established in 2008, the firm is collectively owned by Brant Griffin and James Scheinberg. North Pier offers services such as consultant and outsourced chief investment officer search and evaluation, institutional investment and retirement plan consulting, and referrals to third-party money managers. The firm acts as a fiduciary during provider searches, providing advocacy and expertise to ensure optimal vendor selection. North Pier also offers fiduciary investment oversight, monitoring, and reporting for institutional investment portfolios. The firm's investment strategies include asset allocation, fixed income, equity securities, and mutual funds. Clients must maintain a minimum account balance of $1,000,000 for asset management services. North Pier does not charge performance-based fees and operates with transparency regarding fees and compensation structures. The firm reviews client accounts quarterly and does not accept proxy authority to vote client securities. North Pier does not have custody of client assets and recommends Charles Schwab & Co. Inc. as a qualified custodian. The firm does not receive soft dollars in excess of what is allowed by regulations and does not provide cash or non-cash compensation for client referrals. North Pier emphasizes its fiduciary duty to act in the best interests of clients at all times.