Asset Management Consulting

On the cutting edge of developments in asset management, we are known for our innovative approach and for deploying new strategies in a field that is constantly evolving.

It is important not to lose sight of the fact that all final investment decisions are yours; our job is to make sure that all your decisions are fully informed. We work with you to ensure that we have a sound mutual understanding of your business objectives and investment goals.

We are at your disposal, whether you offer a defined benefit or a capital accumulation plan.

Our consultants can assist you in various ways with:

• developing drafting an investment policy
• analyzing and monitoring performance of investment managers
• finding managers
• asset management training
• liabilities-guided investment practices
• participating in a master trust for unaffiliated retirement plans in order to considerably reduce your management fees