Full Retainer Services

Our full retainer services include all major aspects of a robust investment process:

• Education on All Facets of Investments and Capital Markets
• Asset Allocation
• Asset/Liability Modeling
• Asset/Spending Modeling
• Alternative Asset Class Analyses & Advice
• Development of Investment Objectives and Policies
• Investment Manager Selection
• Investment Performance Analysis, Attribution, and Reporting
• Investment Policy Compliance Monitoring
• Risk Factor Analysis, Budgeting, and Management
• Transition Management Assistance

What results should you expect from this process?

• Improved risk-adjusted performance
• Time savings
• Fee and expense savings
• Access to a high level of expertise

The individual full retainer services listed to the right provide more detail on the specific approach we take to each service.