Our independent investment review process helps you to enhance investment opportunities, manage and control risk and reduce exposure to fiduciary liability. Whether you are looking for advice overseeing your plan investment menu or are seeking a consultant to help you run your committee directed pool of investments, our team of professionals is available to assist.
- Institutional investment review and recommendations
- Direct interviews with portfolio management teams
- Benchmarking of investments within peer group/industry
- Comprehensive plan cost analysis
- Investment committee charter
- Investment Policy Statement — review, update or create