Our Firm's Areas of Expertise

Our Principal, Donald Stanforth, has been in the fields of asset allocation, comparative performance analyses, transaction execution and manager screening and selection since 1979.

We have a solid grasp of the problems faced by clients, know the details behind the analyses, how to interpret those details and organize them into a usable form for decision making purposes.

In addition, we utilize proprietary performance analysis software and independent databases from Effron (Plan Sponsor Network), and Morningstar.