Consulting
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
