Consulting Services

We provide objective consulting services and independent research. Just as all clients are unique, we understand that investment strategies will be based on specific financial goals and social values unique to you.

In addition to investment management, all consulting services and strategies are included in one open and completely transparent cost. This process includes, but is not limited to:

  • Expectations of returns and understanding of related risks from investments
  • Advice on the optimal asset mix (cash, bonds, stocks)
  • Discuss alternative investment solutions, sustainability and structure
  • Investment Policy Statement development, design and implementation
  • Investment Manager selection
  • Ongoing performance monitoring and analysis
  • Regular strategic investment reviews
  • Rebalancing of portfolios