Investment Change Evaluations

Essential Questions for Plan Sponsors
Consultant Performance Review

Learn your investment consultant's value add/loss and discover patterns that can be used to improve future investment decisions.

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Discretionary Consultant Scoring

If your investment consultant has discretionary authority, our unique performance metrics can provide ongoing scoring of their value add/loss.

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401-Focus

Although participants have choice, many plan changes are left to the plan sponsor. Score those decisions and improve future decisions.

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Consultant Search

The investment consultant is critical to plan success. A professional and thorough search will ensure the right fit for ongoing success.

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Consultant Performance Workshop

Is your investment consultant adding value? You can try to guess, but if you rely solely on your investment consultant's reports, you will find it impossible to answer.

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Fiduciary Protection

Monitoring the investment process is paramount for a fiduciary. Our objective analysis gives peace of mind.

Education

Our studies provide insights not available in standard investment reports.

Apply the Results

Our studies will improve the investment process and future decisions.

Value

Our studies will continue to help beyond the initial report.

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  • keller
    The greatest tragedy in life is people who have sight but no vision.
    -Helen Keller
  • stevenson
    Change is inevitable. Change for the better is a full-time job.
    -Adlai Stevenson
  • sarnoff
    Finance is the art of passing currency from hand to hand until it finally disappears.
    -Robert Sarnoff
  • lynch
    The key to making money in stocks is not to get scared out of them.
    -Peter Lynch
  • buffett
    Risk comes from not knowing what you're doing.
    -Warren Buffett
  • churchill
    If you have knowledge, let others light their candles with it.
    -Winston Churchill
  • drucker
    The entrepreneur always searches for change, responds to it, and exploits it as an opportunity.
    -Peter Drucker
  • confucius
    Only the wisest and the stupidest of men never change.
    -Confucius
  • franklin
    When you are finished changing, you are finished.
    -Benjamin Franklin
  • buffett
    Wide diversification is only required when investors do not understand what they are doing.
    -Warren Buffett
  • trump
    Sometimes your best investments are the ones you don't make.
    -Donald Trump
  • templeton
    The four most dangerous words in investing are, "This time it's different."
    -John Templeton
  • lynch
    In this business, if you are good, you are right 6 times out of 10. You are never going to be right 9 times out of 10.
    -Peter Lynch
  • churchill
    All men make mistakes, but only wise men learn from their mistakes.
    -Winston Churchill
  • buffett
    Price is what you pay. Value is what you get.
    -Warren Buffett
  • keynes
    The social object of skilled investment should be to defeat the dark forces of time and ignorance which envelope our future.
    -John Maynard Keynes
  • ruth
    Every strike brings me closer to my next home run.
    -Babe Ruth
  • armour
    The best way to win is by making fewer bad shots.
    -Tommy Armour
  • anonymous
    Experience is the best teacher. Except you get the test first, and the lesson second.
    -Anonymous
  • zwieg
    It's okay to be wrong. It's not okay to stay wrong.
    -Martin Zweig
  • hogan
    Golf is a game of misses. The guy who misses the best is going to win.
    -Ben Hogan
  • kettering
    A problem well stated, is a problem half solved.
    -Charles Kettering
  • anonymous
    When you don't get what you want, you get experience.
    -Anonymous
  • santayana
    Those who cannot remember the past are condemned to repeat it.
    -George Santayana
  • jefferson
    With the right information, people make the right decision.
    -Thomas Jefferson
Consultant Search

The investment consultant will most likely have the greatest impact on a plan's investment success. The asset allocation decisions and money manager hire/fires are the primary sources affecting success. Given the crucial importance of these duties, a commensurate level of diligence should be invoked when searching for a plan's investment consultant.

Our investment consultant search includes:

  • Customized Request for Proposal
  • Executive Summary of Responses
  • Evaluating Candidates to Choose Finalists
  • Coordinating/Conducting Finalist Presentations
  • Moderating Finalist Interviews: One-on-one and Panel
  • Customized Actual and Situational Questions

Even if your plan is not looking to replace the existing consultant, a due diligence of the marketplace to research fees, services, and results can be a prudent fiduciary exercise.

Note: A Consultant Search will not be performed for a client within one year of completing a Forensic Investment Study for that same client.

For more detailed information on these services or to request a virtual or live presentation, click here.

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