Our consulting services are offered in the institutional market space – other RIAs, trust companies, endowments and foundations as well as to individuals. Our services include but are not limited to:

  • Investment policy review and/or development
  • Strategic and tactical asset allocation
  • Portfolio construction
  • Manager search and ongoing due diligence
  • Mutual fund and ETF approved list development and monitoring
  • Review of trust company investment policies and procedures
  • Answering the critical “build or buy” decision for investment products
  • Periodic performance measurement and reporting