Investment Consulting

As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your organization and your employees.

Our investment process includes:

  • Investment Policy Statement- We assist you in developing a customized Investment Policy Statement (IPS) to serve as a blueprint for selecting and monitoring the plan’s investments
  • Investment Selection- It’s important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation process
  • Investment Monitoring- We conduct quarterly investment reviews to ensure performance and expenses remain consistent with plan objectives and IPS criteria