How We Consult

We consult with public and private retirement plans, foundations, endowments, family offices, banks and investment advisors, assuming the lead trusted advisor role where appropriate.

All client disclosures are held in strictest confidence
Each client’s individual needs are matched with our areas of expertise
A customized engagement is designed to pursue clear, specific client objectives
All deliverables are mutually approved and time lines are set for achievable outcomes before engagement

Our independent ownership and conflict-free interactions with investment product providers ensures impartiality and objectivity in our consulting services.