Investment Consulting

These are ongoing or project based consulting relationships, principally with ERISA-covered funds, where our typical services include:
 

• Updating and reviewing investment policy statements
• Advising on asset allocation
• Recommending and monitoring investment managers
• Measuring and evaluating investment performance
• Developing risk and expense controls
• Analyzing and improving brokerage programs
• Reviewing new investment proposals
• Instituting investment "best practices"
• Performing an Operational Review (a fiduciary audit of a public fund's overall investment program, procedures and organizational structure)
• Performing an Operational Review via PERFORMi, our new operational review service designed specifically for mid-range funds

While most of our Investment Consulting work involves healthy funds in routine situations, we also help clients through crises involving the government and the courts.