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.