Whether you oversee investment programs as a full-time professional or in a fiduciary capacity, we can help.
Our investment consulting services are offered to boards of directors, trustees, investment committees, HR/administrative committees, chief investment officers, chief financial officers, treasurers, managers, analysts, and others.
We provide non-discretionary investment consulting services addressing governance/policy, risk allocation and management, portfolio construction, implementation, monitoring and investment education.
100 Wilshire Boulevard, Suite 700
Santa Monica, CA 90401
Follow us on LinkedIn