Welcome to Unified Educators

Consulting For Universities That Provide Safe Campuses

Impartial Discovery and Vetting of Fund Managers and OCIO for University Investment Committees.

Strategic, Responsible, and Diligent

What We Do

Endowment Investing and Fund Consulting

We understand the unique needs and goals of universities when it comes to managing their endowments. With our expertise and industry knowledge, we can help you navigate the complex financial landscape and select the right professionals and companies to help your university achieve its long-term financial objectives. 

We conduct thorough research and analysis to understand your university's financial goals and risk tolerance. Based on our findings, we provide personalized recommendations for the best outsourced financial professionals and investment companies for your university's specific needs.

Our team consists of experienced financial professionals who have extensive knowledge of the investment industry and its trends. We have a proven track record of successfully advising and selecting outsourced financial professionals and investment companies for universities of all sizes.

our Process

How Unified Educators Works for You

    Schedule a Discovery Call

    The first step in helping a client university with its endowment money investments is to schedule a discovery call with the university's representatives. This call will allow us to learn more about the university's goals, risk tolerance, and current investment portfolio.

    Step 1

    Conduct a Consultation and Needs Analysis

    Next, we conduct a consultation with the university representatives to understand their specific needs and goals for the endowment funds. This could include factors such as the need for long-term growth, annual income generation, and ethical investment choices. Additionally, we conduct a thorough needs analysis to determine the university's risk tolerance and financial priorities.

    Step 2

    Suggest and Refer Professionals

    Based on the information gathered during the discovery call and consultation, we suggest and refer one or more of our professional partners to assist with the endowment fund investments. This could include financial advisors, wealth managers, or investment firms with experience in managing endowment funds for universities.

    Step 3

    Monitor Success

    Once the university has selected professionals to manage the endowment funds, it is important to continuously monitor the success of the investments. This could include regular meetings with the professionals plus investment committee members, reviewing investment performance reports, and staying informed about any changes or developments in the market that could impact the endowment funds.

    Step 4

    Review and Make Adjustments

    As with any investment strategy, it is important to regularly review and make adjustments as needed. This includes keeping informed with the recommened outsourced professionals and committe members about rebalancing the investment portfolio, adjusting risk levels, or making changes to align with the university's evolving financial goals.

    Step 5

    Provide Ongoing Support

    As the university's trusted advisor, it is important to provide ongoing support and guidance for the endowment fund investments. This could include answering any questions or concerns, providing updates on the market and investment performance, and offering expertise and advice when needed.

    Step 6

    Educate the University on Changes In Law

    Finally, it is important to educate the university representatives on the purpose of new laws that effect endmowment fund investments. This includes explaining how new laws effect the potential risks and rewards of different investment strategies.

    Step 7

Cases

Manhattan College in Bronx, NY expands its financial consulting services with Unified Educators

Unified Educators renews its contract with Manhattan College, expanding services to include Rosemont plus investment consulting and counseling, strengthening their longstanding partnership and financial stability.

Unified Educators produces 20 million for Rowan University

Unified Educators successfully generated $20 million in revenue for Rowan University through innovative marketing and strategic student recruitment, significantly boosting the university's enrollment, financial standing, and educational impact.

Rosemont College renews its contract with Unified Educators

Unified Educators has renewed its contract with Rosemont College, expanding its comprehensive marketing and student recruitment services to further promote the college's mission and enhance its enrollment efforts.

Cambridge College benefits from increase enrollment due to Unified Educators

Cambridge College in Massachusetts has experienced a significant 20% increase in graduate enrollment due to its successful partnership with Unified Educators Consulting Company, which has enhanced the college's program offerings and attracted a more diverse student body.

Get in Touch

Outsourcing Fund Managers

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