Our goal: meeting the needs of your institution
We specialize in providing customized investment solutions for institutional clients including pension plans, endowments, foundations, and other organizations. We pride ourselves on delivering advice that is objective, conflict-free, and solely in the best interests of our clients. As a fiduciary, we put your institution’s interests first. Our team works closely with you to develop a tailored investment strategy that aligns with your goals, risk tolerance, and long-term vision.
Nottingham Advisors was recently recognized as a 5-Star Wealth Management Team by InvestmentNews 1, a testament to the strength of our disciplined process, experienced team, and unwavering client focus.
1For more information about this award and our DB360 offering, please visit https://nottinghamadvisors.com/5-star-award-2025/
Scope of services
Nottingham Advisors offers a comprehensive suite of investment advisory services designed to meet the needs of institutional clients. Our services are always aligned with fiduciary best practices and tailored to support each plan’s Investment Policy Statement (IPS), regulatory requirements, and long-term objectives. We can tailor the scope of our services based on your governance structure, internal resources, and specific objectives. Our offerings include:
Asset Management
Manage all or a portion of the Plan’s assets in strict accordance with the Investment Policy Statement (IPS) and established guidelines.
Ongoing Investment Advisory
Provide strategic and tactical investment advice, including asset allocation recommendations, manager selection (if applicable), and risk management guidance.
Performance Monitoring & Reporting
Continuously monitor investment performance and deliver quarterly performance reports with benchmark comparisons and attribution analysis.
Committee Engagement
Attend and actively participate in meetings with the Plan Committee or Board, as requested, to present performance, provide education, and support decision-making.
Regulatory & Fiduciary Oversight
Ensure full compliance with applicable fiduciary standards, including ERISA (where applicable), SEC regulations, and industry best practices.
Fiduciary Alignment
Maintain full alignment with the IPS and act in a co-fiduciary or discretionary capacity as defined by the client engagement.
Risk-Adjusted Focus
Strive to achieve the Plan’s long-term return objectives while managing risk in a prudent and transparent manner.
Discretionary or Non-Discretionary Advisory Services
- Discretionary (OCIO): Nottingham makes and implements investment decisions within the parameters of the IPS.
- Non-Discretionary: Nottingham provides advice and recommendations; the client retains decision-making authority.
Specialized Strategies
- Liability-Driven Investing (LDI)
- Cash flow matching / reserve fund management
- Custom allocation strategies
Our core investment philosophy is grounded in disciplined, research-driven decision-making, strategic asset allocation, and a long-term, goals-based framework. We believe that prudent portfolio construction, diversification, and cost-efficiency are essential to effectively meeting an organization’s investment needs.
Our investment process is designed to deliver customized solutions tailored to each client’s objectives, risk tolerance, and constraints. The process includes:
- Discovery & Objective Setting: Understanding the client’s mission, liabilities, cash flow needs, and governance structure.
- Strategic Asset Allocation: Utilizing capital market assumptions and scenario modeling to establish long-term targets.
- Manager Selection (if applicable): Comprehensive due diligence of managers including qualitative and quantitative analysis.
- Implementation & Monitoring: Managing portfolios in accordance with IPS guidelines and adjusting as conditions change.
- Ongoing Reporting & Review: Transparent, timely performance reporting, routine rebalancing and policy discussions.
Nottingham’s process for establishing client goals and objectives starts with evaluating the client’s risk tolerance, return objectives, actuarial inputs (specific to pension plans), time horizon, and liquidity needs. Having this “roadmap” is the key to determining the appropriate asset mix for the client. Like a scale, risk needs to be balanced with the need for returns to achieve the investment goals. Once the portfolio is established, risk is managed at both the portfolio and security level. Our approach includes scenario analysis, stress testing, and regular reviews of volatility, drawdown, and correlation metrics to ensure alignment with client goals.
Nottingham Advisors is proud to maintain a 20-year GIPS ®-compliant performance track record, demonstrating our long-standing commitment to transparency, integrity, and industry best practices in performance reporting. A copy of our GIPS ® Composite Report is available upon request. Visit nottinghamadvisors.com/disclosure for detailed disclosure information.
Liability-Driven Investing for Pensions
Liability-driven investing (LDI) is an investment strategy that seeks to minimize a pension plan’s funding ratio volatility.
Timothy Calkins, CFA
Co-Chief Investment Officer
[email protected]
716-633-3800
Nicholas DiRienzo, CFA
Senior Portfolio Manager
[email protected]
716-633-3800
Mike Skrzypczyk, CFA
Senior Portfolio Manager
[email protected]
716-633-3800
*Please Note: The scope of any services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client.
