Consulting Services

Strategic solutions not just for individuals, but for institutions as well.

We have extensive experience in providing a full platform of consulting services to institutional clients, such as endowments, foundations and corporate retirement plans.

Our services include:

• Investment policy statement design and implementation
• Strategic asset allocation and portfolio design
• Investment strategy and manager due diligence and selection
• Portfolio transition analysis and execution
• Portfolio trading cost analysis and oversight

Think: The Case for International Small Cap
Commentary on the benefits of owning international small caps