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Trustee-Directed

We provide customized investment management
services to trustee-directed qualified plans.

  • li_bkg4  We begin with a detailed analysis of the current
    investment activities for the plan.
  • li_bkg4  Based on the demographics, expected cash flows and
    objectives of the plan, we develop asset allocation targets.
  • li_bkg4  Once the targets are affirmed, we design and
    implement an investment strategy.
  • li_bkg4  We apply a rigorous due diligence process to select and
    monitor the investments we recommend.
  • li_bkg4  One or more of our investment professionals
    meet regularly, usually quarterly, with trustees to
    review investment performance and
    evaluate the need for adjustments.

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