services

We provide complete consulting services that add measureable value for our clients.

• Investment policy development
• Strategic asset allocation studies
• Spending policy modeling
• Manager evaluation
• Manager search and fee negotiation
• Alternative asset class search and analysis
• Performance measurement and evaluation. Print and electronic reporting is available.
• Monthly bank statement auditing and reconciliation
• Monthly portfolio analysis and monitoring
• Performance attribution analysis
• Risk analysis
• Master custodian analysis and search
• 401(k) and 403 (b) strategies