Our services are designed to meet the unique concerns and reporting needs of public fund trustees and investment managers. Our years of experience working with public retirement systems have helped us to measure the challenges of our public fund clients.

Types of Clients Served:
General Employee
Police and Fire
Road Commission
Libraries
Utilities
Other public and Quasi-Public Entities

Our Expertise:
Defined Benefit Plans
Defined Contribution Plans
457 Plans
403(b) Plans
Retiree Health Care
General Operating Funds (Cash Management)
Other Post Employment Benefit Plans (OPEB)

Investment Consulting Services:
Asset Allocation Modeling
Spending Policy Assessment and Modeling
Development of Investment Policy, Procedures and Objectives
Investment Manager Selection and Due Diligence
Manager Structure and Role Analysis
Securities Lending and Commission Recapture Programs Analysis
Manager Transition and Re-Balancing Services
Liquidity Analysis and Cash Management
Master Trust and Custodial Bank Selection and Due Diligence
Performance Measurement and Evaluation (Monthly, Quarterly, and Historical Review)
Fund Efficiency Assessment
Fiduciary Education