Our Approach Revolves Around Your Unique Needs
Our Principal, Donald Stanforth, has been in the fields of asset allocation, comparative performance analyses, transaction execution and manager screening and selection since 1979.
We understand the problems our clients face and know the details behind the analyses. We also know how to best interpret the details to form an organized and actionable means of making decisions.
Additionally, we utilize proprietary performance analysis software and independent databases to provide our clients with insights and guidance
that is focused around their unique needs.
Looking for a more strategic approach to managing your organization’s assets?Contact Us
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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.
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