Independent Investment Research & Advice
for Institutional Fund Sponsors

Jeffrey Slocum & Associates provides independent investment advice and analysis to over 120 institutions. Our mission is to help our clients be more effective and efficient stewards of their funds by using all the diligence, creativity, and careful consideration we can muster to address with integrity their information needs, investment challenges and opportunities.

Our clients are foundations and endowments, hospitals and healthcare organizations, corporations, insurance companies, public funds, family trusts, religious organizations, and Taft-Hartley plans. Beyond just the usual line-up of investment consulting services, we proactively provide our clients with the information, analyses, and clear advice they need to make the best possible decisions about their investments.

Our website is designed to offer you the information you are seeking without requiring navigation through countless links and windows. Just click on the tab above (Institutional Investors, Investment Managers, About Slocum) that best describes who you are, and then prepare yourself for a web browsing experience that will leave you breathless.  Or, perhaps, just better informed.

Please call us or e-mail us if you have any questions or need any further information.