Retainer Investment Counseling

These are ongoing 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"

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