Specialized Services

In addition to our full retainer services, we offer a host of specialized services that are available to full retainer clients for an additional charge, or on an ad hoc or project basis for our non-clients. Some of these specialized services include:

• Direct Alternative Investments Research & Monitoring
• Defined Contribution Plan Reviews
• Risk Reporting
• Investment Manager Research

The services listed on the right hand side of this page provide more detail on the specific approaches we take to each specialized service.