Clients

Our client base includes corporate pension plans, defined contribution plans, hospital and healthcare organizations, Taft Hartley plans, endowments and foundations, religious organizations, family offices, family trusts, insurance companies, and public funds. We don't have a specific "target" client; our requirements for responding to an inquiry are that potential clients have an interesting investment structure or problem, and that we see a clear opportunity to add value. 

Since every client has unique investment problems and information needs, we offer no "standard" or off-the-shelf answers. Having said that, the areas in which we most frequently are able to offer our expertise are outlined below:

• Alternative Asset Class Analyses
• Asset Allocation/Asset Liability/Spending Modeling
• Investment Manager Selection
• Investment Performance Evaluation
• Development of Investment Objectives and Policies
• Value at Risk Analytics
• Education on All Facets of the Investment Industry

Our clients range in size from the occasional small endowment, to the multi-billion dollar corporate plan or healthcare insurer. The client types listed on the right hand side of this page provide more detail on the specific approaches we take to each major client type.