The objective of our investment management consulting services is to provide a comprehensive process for the management of our clients’ portfolios. We follow a procedurally prudent five-step process, reflected in the chart below, that insures all aspects of our clients’ investment program follows a well-conceived, fiduciarily correct and time tested step-by-step process.
We provide Investment Management Consulting Services for fiduciaries of Endowments, Foundations and Retirement Plans.
Founded almost two decades ago, we are one of the oldest and largest indepenent consulting firms headquartered in Maryland. We are registered with the Securities and Exchange Commission as an Investment Advisor. Our firm is free of all conflicts of interest as we operate only on a professional fee basis, with no acceptance of commissions or finders fees from providers of any investment products. Therefore, we operate on the basis of total objectivity.
Our goal is to achieve superior investment performance, reduce risks, and control expenses, supported by an exceptional level of client service and provide customized solutions for each client portfolio.
We have a strategic working relationship with Callan Associates which provides us with sophisticated, objective and comprehensive investment consulting resources including capital market research, asset allocation and advanced computerized simulation models and proprietary investment manager and mutual fund databases.
Each of our consultants have over 20 years experience in the investment community and have extensive experience with Alternative Investments in addition to traditional asset classes.