Services

We provide a full array of investment services designed to meet all our client’s diverse needs.

Our senior professionals are intimately involved in all aspects of our clients’ investment programs to ensure that they understand every detail and can deliver the highest level of professional expertise and service.

We understand and accept fiduciary responsibility for the services we provide to our clients. We offer both Traditional and Discretionary investment consulting services.

• Asset Allocation Reviews
• Asset/Liability Modeling
• Spending Policy Review and Formulation
• Asset Class Portfolio Structure Design and Risk Optimization
• Investment Policy Development and Maintenance
• Performance Evaluation and Reporting
• Investment Manager Evaluation and Search
• Custodian & Recordkeeping Evaluation and Search
• Securities Lending Program Evaluation and Risk Assessment
• Liquidity Management Plan Design, Rebalancing and Restructuring