FourThought Institutions

FourThought Institutions has helped organizations ranging from startups to larger corporations and multi-million-dollar endowments.

Meet Our Consultants

We guide our business clients in developing and managing defined benefit, defined contribution and deferred compensation plans. Leveraging our expansive access to research and data, we deploy our suite of advanced planning tools to provide services including:

  • New plan designs
  • Plan restructuring, fund transitions and fund mergers
  • Portfolio modeling and strategic asset allocation
  • Performance measurement and analysis
  • Fiduciary audits
  • Participant enrollment and communication strategies
  • Fund manager identification and reviews

Our value lies not only in our ability to customize plans to our clients’ distinct needs, but also to uncover opportunities and offer creative solutions that positively affect our clients’ bottom lines while benefitting their employees, too.

For our nonprofit clients including foundations and endowments, we provide services designed to protect and grow institutional assets, including:

  • Risk and liquidity analyses
  • Portfolio modeling and strategic asset allocation
  • Spending policy reviews
  • Board and investment committee education
  • Peer group intelligence and comparisons
  • Performance reporting
  • Special projects

Our success with foundations and endowments can be attributed in large part to the conflict-free, fiduciary role we assume. We consider it our responsibility to not only provide responsible and compliant investment management, but also to ensure that international best practices are adopted and followed. This allows our clients to worry less about their investments and stay focused on their missions.

We are equal parts fiduciary, financial planner and investment manager. You get a partner who is fundamentally aligned with your goals and aspirations.

Consultant Profiles

Patrick Baumann of FourThoughtPatrick Baumann, CFA®, CTP

Patrick Baumann is an international finance professional and CFA® charter holder with a strong background in managing the assets of large corporate retirement plans and treasury functions. He previously served as corporate treasurer for Harris Corporation, a $20 billion global technology company and defense contractor, where he successfully designed and oversaw a robust defined contribution plan fund and merged numerous retirement plans.

Originally from Switzerland, he earned his CFA® charter designation from the CFA Institute in Charlottesville, VA and an MBA in business administration from City University in Zurich. He is an active member of the CFA® Society in Orlando.

 

Scott Pinkerton of FourThoughtScott Pinkerton, CFP®, AIF®, CIMA®, CPWA®

Scott Pinkerton is a Certified Financial Planner™ and Accredited Investment Fiduciary® who began his career in financial planning in 1985. He also completed the Certified Investment Management Analyst® program through the Wharton School of Finance, and later became a Certified Private Wealth Advisor® through the Investments & Wealth Institute at the University of Chicago Booth School of Business. CPWA® is an advanced credential for wealth managers who work with high-net-worth families and individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution.

Scott has been named multiple times to lists including Barron’s Top 1200 Advisors, Forbes Best-In-State Wealth Advisors and Financial Times 400 Top Advisors.*

*The ranking algorithm for Barron’s Top 1200 Advisors is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. The rankings for Forbes Best-In-State Wealth Advisors and Financial Times 400 Top Advisors are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component.

 

Part of a Family of Companies

FourThought Institutions is part of a family of companies that meet the diverse planning and investment management needs of a wide array of people and organizations. Our holding company is FourThought Financial, which also includes FourThought Private Wealth and FourThought Signature, created to serve the unique needs of ultra-high-net-worth investors, multi-generational families and family offices.