Independent, Strategic Investment Advice and Fiduciary Oversight Services
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Who Are We?
- A seasoned, institutional investment consulting firm founded in 1992.
- Independent, investment advisors that are not affiliated with other service providers.
- An SEC Registered Investment Advisor (RIA).
- A company with consultants that provide strategic investment advice and oversight for all major plan sponsor types including government retirement plans, corporate retirement plans, union and multi-employer funds, endowments, foundations, healthcare plans and managed risk pools.
What We Do
- Our consultants provide strategic investment advice and fiduciary oversight services for institutional investors, including plan sponsors, fund administrators and trustees.
- We perform asset allocation, asset-liability management, plan efficiency review, performance analysis, capital market opportunities and risk assessment.
Why Choose Us?
- Count on us for unbiased and timely advice.
- We have extensive experience in up and down markets.
- Our knowledge of theory with translation into practical applications is unmatched.
- We have state of the art investment models and established industry resources.
- Above all else, we must add value for our clients.
- We will continuously work to make fiduciary responsibilities easier to manage and to identify ways to enhance the long-term value of the funds.
- To serve as co-fiduciary for our clients.
- Offer our clients the highest level of knowledge, skills and experience so we may provide a significant resource for managing fiduciary responsibilities.