What We Have To Offer

We are an experienced, unbiased information source providing clients with accurate information, reliable services and reasonable recommendations necessary to enable them to make prudent decisions concerning the assets they control.

We listen to the client's needs and make recommendations based solely on their needs and objectives.

We supervise each account on a continuing basis to assure that the client's best interests are being served.

Available Services

Investment Education
• Trustees
• Employees
Setting Investment Objectives
• Determine Cash Flow Needs & Time Horizons
• Determine Asset Classes To Be Used
• Set Asset Mix Parameters
• Determine Desired Investment Manager Characteristics
• Set Investment Manager Guidelines
Asset Allocation
• Quantify Risk Tolerance Level
• Develop Long Term Policy
• Recommend Periodic Adjustments
  • Adjust Asset Classes
  • Rebalancing Within Asset Classes
• Rebalancing Among Investment Managers
Investment Manager Search & Selection
• Search
  • Screen Prospects for Desirable Risk/Return Features
  • Edit Prospects for Style Characteristics
  • Recommend Qualified Investment Managers
• Selection
  • Present Pertinent Data to Trustees
  • Interview Investment Managers
  • Recommend Investment Manager(s)
  • Over 9000 Money Managers in 3 Independent Databases
Performance Measurement & Evaluation
• Measurement
  • Absolute Time Weighted Return
  • Risk Analysis
  • Asset Allocation Analysis
• Evaluation
  • Relative to Investment Objective
  • Relative to Established Indices
  • Relative to Manager Style Universes
  • Relative to Inflation
Cost Containment
• Monitor Commissions
• Negotiate Custodian Fees
• Negotiate Investment Management Fees
• Negotiate Commission