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Professionals
Our firm is
comprised of dedicated professionals that work collaboratively
within their distinct areas of expertise. We are a small,
closely knit group with very high standards and take
pride in doing the best we can for our clients. A
close attention to detail, professional conduct
and going beyond the basic requirements contribute
to our success.
We work closely with our clients
to determine the asset allocation that will enable
them to reach their investment goals. Upon completing
our proprietary studies, we make recommendations
to the client on the percentage of assets that should
be considered for various asset classes and which
fund managers will best meet their expectations
given their sensitivity to risk, time horizon and
cash flows.
Alan
D. Biller,
President and Senior
Consultant, founded the
firm in 1982 to provide
strategy and investment
consulting services to
multi-employer pension plans, corporations, foundations,
endowments, and high
net worth families.
Ours
Consultants are experienced
with advanced degrees
(MBA) and professional
designations such as
the Chartered Financial
Analyst (CFA). They are
the face of the firm, and it is their privilege
to understand and serve our clients. They
work closely with all other groups at the firm to
address our client’s needs in a thorough and proactive
manner.
Our Research Analysts are experienced
with advanced degrees and professional designations
such as the Chartered Financial Analyst (CFA) and/or
the Chartered Alternative Investment Analyst (CAIA).
Members of our Research Group have advanced degrees
in financial engineering, engineering, computer
science, physics and business administration. This
group is responsible for creating forecasts for
capital market assumptions, asset liability models
and asset allocations. Additionally, they monitor
risk parameters and conduct manager searches for
all asset classes.
Our Performance Measurement Analysts
are responsible for in portfolio oversight, integrity
of performance data, compilation of the client
reports, and operational aspects relating to the
client’s portfolio, such as rebalancing, transition
management and transfers. They
are experienced; hold bachelor’s degrees, advanced
degrees and professional designations such as the
Chartered Financial Analysts (CFA) and/or Certificate
in Performance Measurement (CIPM).
Our Operations Group is the backbone of our organization,
ensuring that all aspects of client expectations are
met to our highest standards. They are experienced,
hold bachelor’s degrees and are perfectionists.
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