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Investment Solutions
Investment Consulting
Investment consulting is at the heart of what we do: we seek to understand our clients’ needs and engage in long-term dialogue to help achieve better investment outcomes.
Within the context of that dialogue, we make recommendations in a manner that is firm and direct. But we are also happy to take whatever time is needed to make sure our clients understand the thinking behind our advice.
We operate on fixed fee retainers, project-based fees or fees determined on the size of a client’s portfolio. We act as fiduciaries and do not charge commissions or other fees to our clients.


Fiduciary Management
We operate on fixed fee retainers, project-based fees or fees determined on the size of a client’s portfolio. We act as fiduciaries and do not charge commissions or other fees to our clients.
In 2003, we became one of the first investment consultants to offer fiduciary management, where we take direct responsibility for investment decisions and implementation within a framework of managing assets explicitly versus liabilities or other key risk metrics. Today, we are a leading provider of fiduciary management services.
Fiduciary management has increased significantly in popularity as clients, particularly defined benefit pension plans, seek to implement relatively complex asset allocation and risk management strategies that benefit from close monitoring of markets and timely implementation of decisions. Our clients appreciate being able to outsource tactical decisions, such as how much exposure to foreign equities to have at a particular time, while keeping control of the most important strategic decisions, such as how much risk to take overall.