Manager Analysis

Strategic Investment Advice

 

  Tactical Investment Decisions

 

    Depth of Investment Experience

 

      Traditional and Alternative

        Investments

Services - Pension Assessments

Pension Assessments is a growing area of our business.  Our clients realize that many service providers apply a packaged solution that does not necessarily address their specific needs. We listen carefully and approach any assessment with detailed planning animated by the expressed concerns of the client and addressing their specific needs.
We analyze the portfolio structure, return history, asset composition, and risk profile. Moreover, we do a "deep dive" into the reporting and process flows to address data deficiencies and opaqueness in what is provided to the Fund Trustee(s.) We help ensure that Trustees have full confidence that they are fully fulfilling their fiduciary duties.