Extending Our Offering
to Meet
Your Specific Needs.
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 your investment 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:
- Market research and commentary
- Relevant white papers
- Investment transition management
- Fee negotiation
- Trustee/custodial bank relationship evaluation
- Examination of environmental, social, and governance (ESG) factors
- Non-affiliated commission recapture broker recommendations
- Board, staff, and donor education
