We accept fiduciary liability for every plan, every client. Moreover, we go beyond performance reports, manager reviews, and the occasional search, providing a wealth of valuable services. 

Advice

• Produce information and advice tailored to your particular needs
• Explain complex investment decisions in clear, easy-to-understand language, laying out all the potential consequences
• Help define, and recommend changes to, asset allocations, strategy, and policy
• Develop customized investment portfolios based on individual objectives
• Inform you about investment opportunities, techniques, and risks
• Give unbiased advise, even if unpopular

Oversight

• Oversee managers, going beyond simply reporting on their performance
• Conduct new manager research and due-diligence for each client, and negotiate contracts and fees
• Monitor compliance with best-practice standards and regulatory requirements
• Shield you from importunate investment managers

Service

• Provide each client with a full team of highly educated contributors that includes a lead consultant, backup consultant, research, and analytics
• Provide education on  investments and the market
• Work collaboratively with other service providers
• Adhere to the Chartered Financial Analyst Institute’s Code of Ethics and Standards of Professional Conduct

Fourteen Things to Expect From Your Investment Consultant