Investment Consulting Process

The essence of successful investing is the intelligent management of investment decisions. Our Investment Consulting Process seeks to optimize investment results by continually improving decision-making in certain key areas:

• Strategic planning and asset allocation
• Investment policy development
• Investment manager research
• Performance monitoring and evaluation
• Cost controls

To assure compliance with the highest standards of fiduciary governance and procedural prudence, we have integrated our Process with the Fiduciary Quality Management System (FQMS) developed by Fiduciary360 and the Center for Fiduciary Excellence. The FQMS is designed to encourage the stewards of fiduciary funds and their advisors to follow the twenty-two best practices contained in the Global Fiduciary Standard of Excellence. An important feature of our service is our production of a Consultant's Assessment of Fiduciary Excellence (Level II), verifying conformity to the Standard and assuring our client's compliance with the legal standards for fiduciary procedural prudence.