Serving our clients as a fiduciary and assisting in making prudent & reasonable investment decisions
What we do
Investment Consulting + Performance Measurement
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Investment Consulting
Enhance/Assist/Ensure Fiduciary Compliance of Fund Trustees
Establish an appropriate and specific Investment Policy
Asset Diversification & Allocation Recommendations
Investment Manager Research & Selection Process
Negotiate Appropriate Investment Manager Fees
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Performance Measurement
Investment Manager Compliance to Investment Policy
Asset Allocation
Performance Summary
Investment Manager vs. Appropriate Benchmark
Investment Manager vs. Peers
Identification of all relevant Cash Flows
Risk vs. Return Analysis
Investment Management Fee Analysis
Track Investment Manager Performance, Activities and Alternative Managers through internal & external databases
Our commitment to providing our clients with a high level of personal service, integrity and objectivity has been integral in our growth since our founding in 1972. We have the experience and expertise helping Taft-Hartley, Public, Corporate, Foundation and Endowment funds of all sizes achieve their specific goals and objectives.