INVESTMENT ADVISORY SERVICES

Serving as a trusted advisor to investment fiduciaries

We help fiduciaries meet a wide variety of portfolio management and investment challenges that arise as a result of volatile capital markets, a competitive investment frontier, a litigious environment and greater scrutiny mandated by new corporate governance standards. We help trustees, investment officers and other decision-makers evaluate new investments, monitor and report on their portfolios, and make divestments. We provide investment advisory services to a variety of organizations, including:

• Federal and state pension retirement systems and pension funds
  
• Federal and state investment funds
  
• Sovereign wealth funds
  
• Union retirement and pension funds
  
• Corporate pension funds
  
• Corporate investment arms
  
• Nonprofit organizations
  
• Profit-sharing plans
  
• Employee stock ownership plans

Investment Advisory Services Contacts: