We provide sophisticated financial insight and service to institutional clients looking for independent and non-biased guidance. Operated under the supervision of our CIO, we combine capital markets intelligence and investment experience with rigorous research to create robust recommendations to help our clients navigate important financial decisions.
- Market and Economic Analysis
- Alternative Investments
- Portfolio Performance and Risk Assessment
- Retirement Plan Construction, Menu Design, and Provider Recommendation
- Investment Committee Advising, Education, and Development
- Investment Policy Statement Creation
- Investment Fee Analysis
- Investment Manager Search and Selection
- Pension Plan Consulting (OCIO, Liability Analysis, Asset Allocation)
- Independent Transaction Analysis and Hedging