Serving our clients as a fiduciary and assisting in making prudent & reasonable investment decisions

What we do

Investment Consulting + Performance Measurement

  • 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

  • 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.