Asset Consulting Services

We provide strategic investment advice to governmental, corporate, union, endowment, and foundation funds.

• Asset Allocation Modeling and Liquidity Analysis

• Development of Investment Policy, Procedures and Objectives

• Development of Spending and Income Policy

• Investment Manager Evaluation and Selection

• Manager, Structure and Role Analysis

• Securities Lending and Commission Recapture Programs Analysis and Implementation

• Manager Transition Services

• Liquidity and Contribution Strategies

• Master Trust and Custodial Bank Evaluation and Selection

• Performance Measurement and Evaluation (Historical and On-going)

• Plan Efficiency Review

Choose which type of investor you are (at left) to learn more about how we can help your investments grow.

The cornerstone of our philosophy is the belief that we must add value for our clients. This is generally accomplished by continuously working to make your fiduciary responsibilities easier to manage and by identifying ways to enhance the long-term value of your fund to the beneficiaries.

Our consulting approach is both educational and proactive. This means we listen and evaluate before we react. This also means we raise questions and issues before they become problems. This approach relies on our comprehensive view of your fund's financial needs and your fiduciary concerns. We incorporate our knowledge of benefit plan design, funding alternatives, liquidity analysis, plan administration and asset management strategy into every relationship.

To learn more about how we can help you, call us at (248) 373-9900