There are many aspects of investment consulting that exist outside of the traditional manager selection and monitoring framework that we believe are vital to the success of the program. Our full-retainer relationships benefit from our expertise in many ancillary areas. A sampling of the types of information that we regularly provide to many of our clients:
Provide market research and commentary
Manage investment transition process
Negotiate fees
Evaluate trustee/custodial bank relationships
Examine social investing policies
Provide recommendations of non-affiliated commission recapture brokers
Education for the board, staff and potential donors
