Asset StrategyConsultants

Our Consulting Services include, but are not limited to:

  • Asset Allocation Studies – Strategic and Tactical

  • Asset Style Performance Analysis

  • Commission Recapture Programs

  • Custodial Searches

  • Development/Review of Investment Policies and Guidelines

  • Fee Negotiation for Investment Managers, Custodians and Other Vendors

  • Fiduciary Educational Seminars

  • Fiduciary and ERISA Regulatory Compliance Audits

  • Focus of Risk Adjusted Performance

  • Investment Manager

  • Search and Selection

  • Performance Monitoring

  • Spending Policy/Emerging Liability Analysis

  • 401(k) and 403(b) Services

  • Six North Park Drive, Suite 208, Hunt Valley, MD 21030 Phone: 410-528-8282 Fax: 410-528-8305