Our in-house CFA® Charterholders are able to provide independent investment expertise on a variety of ongoing and project-term appointments.  As an independent consultant, we provide customized fiduciary solutions based on the needs of trustees, estate administrators, emerging family offices, and institutional boards, including: 

• Manager selection and evaluation
• Consolidated performance reporting for multi-custodial, private, and illiquid alternative investments
• Benchmarked survey of fees
• IPS review or development
• Development of investment allocation and spending policies for institutional boards
• Risk assessment and identification
• Non-discretionary trading and cash management
• Educational content development, delivery, and presentation

Our independent consulting services are strictly confidential and charged on a flat rate or retainer basis, dependent upon needs and complexity.

Please contact us for a complimentary consultation.