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Institutional Investment Services

With discipline and expertise comes peace of mind.
Investment advice that is time-tested, evidence-based, and independently certified.
For institutional investors (pensions, trust, foundations, etc.) we provide ERISA-liablity protection and disciplined, evidence-based guidance in portfolio management.
 
Evidence-based Advice
Our advice is grounded in Nobel-prize winning academic research, not our own personal opinion. 
 
Certified Fiduciary
We are the first firm in Nevada to be certified for following the highest fiduciary practices. For qualified plans we can supplement a plan sponsor's fiduciary duty as an ERISA 3(38) fiduciary. 
 
Fee-Transparency
We do not accept commissions, referral fees, kickbacks or third-party revenue sharing for our services. Our fees are transparent and provided in advance.
 
Key groups we serve:
  • Institutional Portfolios 
  • Pensions and 401(k)s (Individual and Group)
  • Trusts, Charitable Foundations, and Endowments
 
  

Please note: The scope of any financial planning and consulting services depends upon the specific requests and needs of the client. Open Window does not serve as a law firm, certified public accounting firm, nor an insurance agency. Open Window does not prepare legal documents or tax returns, nor does it sell insurance products.