Services Designed to Always Keep Your Best Interests Top of Mind
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.
Our Services
Investment
Education
• Trustees
Curriculum specifically designed for Trustees and their business concerns.
• Employees
Educational insights designed for Employees and their unique needs.
Cost
Containment
• Monitor Commissions
• Negotiate Custodian Fees
• Negotiate Investment Management Fees
• Negotiate Commission
Setting
Objectives
• Determine Cash Flow Needs & Time Horizons
• Determine Asset Classes To Be Used
• Set Asset Mix Parameters
• Determine Desired Investment
Manager Characteristics
Asset
Allocation
• Quantify Risk Tolerance Level
• Develop Long Term Policy
• Recommend Periodic Adjustments
Adjust Asset Classes
Rebalancing Within Asset Classes
• Rebalancing Among Investment Managers
Performance
Measurement & Evaluation
• Measurement
Absolute Time Weighted Return
Risk Analysis
Asset Allocation Analysis
• Evaluation
Relative to Investment Objective
Relative to Established Indices
Relative to Manager Style Universes
Relative to Inflation
Investment Manager
Search & Selection
• Search
Screen Prospects for Desirable Risk/Return Features
Edit Prospects for Style Characteristics
Recommend Qualified Investment Managers
• Selection
Present Pertinent Data to Trustees
Interview Investment Managers
Recommend Investment Manager(s)
Data on More than 39,000 Managed Investments
Let’s Talk
Read Our Newsletters
Our Timely Topics and 401(K) Quarterly Update Newsletters help to keep our clients up-to-date on current events and macro-industry trends. Our unique point-of-view shines in every issue.
View Our Resources
Visit our Resources Page to sign up for our ongoing newsletters and to access our 401(K)
administrator websites.