We are an experienced, unbiased information source that provides clients with accurate
information, reliable services and reasonable recommendations necessary to enable them to
make prudent decisions concerning the assets they control.
We listen to the client’s needs and make recommendations
based solely on their needs and objectives.
We supervise each account on a continuing basis to assure
that the client’s best interests are being served.
Curriculum specifically designed for Trustees and their business concerns.
Educational insights designed for Employees and their unique needs.
• Monitor Commissions
• Negotiate Custodian Fees
• Negotiate Investment Management Fees
• Negotiate Commission
• Determine Cash Flow Needs & Time Horizons
• Determine Asset Classes To Be Used
• Set Asset Mix Parameters
• Determine Desired Investment
• Quantify Risk Tolerance Level
• Develop Long Term Policy
• Recommend Periodic Adjustments
Adjust Asset Classes
Rebalancing Within Asset Classes
• Rebalancing Among Investment Managers
Measurement & Evaluation
Absolute Time Weighted Return
Asset Allocation Analysis
Relative to Investment Objective
Relative to Established Indices
Relative to Manager Style Universes
Relative to Inflation
Search & Selection
Screen Prospects for Desirable Risk/Return Features
Edit Prospects for Style Characteristics
Recommend Qualified Investment Managers
Present Pertinent Data to Trustees
Interview Investment Managers
Recommend Investment Manager(s)
Data on More than 39,000 Managed Investments