Our Services

Each client relationship under our advisement is best described as a full service investment consulting relationship. Standard services to all clients include the following:

  • Risk Management
  • Investment Policy Development and Review
  • Asset Class Research and Recommendations, including Non-Traditional Asset Classes
  • Recommending / Implementing Client-Specific Investment Strategies
  • Investment Manager Research and Selection
  • Investment Performance Analysis and Evaluation
  • Ongoing Management and Monitoring of Strategies
  • Board / Committee Education
  • Support Services / Research
  • In-house Analytics

We have been well served by using a risk focused approach. While risk control has become more in vogue in recent years due to market events, it has been a pivotal part of our core belief since the founding of the Firm in 1994. Our experience with a risk-focused approach has allowed our clients to avoid many pitfalls that have befallen funds less focused on the potential downside of investing.