• Monthly consulting fee
• A customized support suite based on your unique needs
  
• Expert leadership on the value proposition for advice, advisors, and proactive behavioral coaching.
  • Personalized engagement 
    
  • Financial advisor collaboration, education, and Q&A
    
  • Financial advisor-coordinated client calls
    
  • Client retention and acquisition assistance
• Investment evaluation, construction, and communication
  
  • Investment committee support and guidance
    
  • Investment policy
    
  • Asset allocation
    
  • Risk management
    
  • Model portfolios
    
  • Cost and tax-efficient strategies and models
    
  • Manager due diligence – search and oversight
    
• White label investment and educational collateral
  
  • Monthly market performance summary
    
  • Quarterly market commentary and performance summary
    
  • Blogs
    
• Marketing content collaboration
  
• Annual, in-person meeting at your headquarters or office location of choice.

• Hourly fee engagement
• Formal search via RFP process
• Evaluation of your current OCIO or investment consultant

• Hourly fee engagement.
• Documentation of your firm's "We believes"
  • What the firm believes
  • Why it believes it
  • How it's implemented and maintained

Promotes:

• Consistent communication of your firm's investment philosophy.
• More efficient new hire training.
• Enhanced compliance and due diligence efforts.
• Proactive behavioral coaching.

Your firm's path to:

• One philosophy.
• One process.
• One voice.