Research & Consulting

Our Research & Consulting services are based on the concepts of LEVERAGE and TIME. If you are an investment advisor interested in our outsourced investment management services or a plan fiduciary looking for a retirement plan services partner we have offerings for you.


The foundation for the investment strategies we develop for our clients is our methodical in-house research. We believe that we can naturally leverage that work to support the research efforts of other investment advisors and fiduciaries.


We know the value of time. We believe our work can be utilized to create more time for investment advisors to spend on client relationships and fiduciaries to spend on advancing the mission of their institution.

Outsourced Investment Management Services

  • Recommended Lists
  • Investment Manager Analysis
  • Investment Lineup Audit
  • Portfolio Construction
  • Asset Allocation
  • Investment Policy Statements
  • Asset / Liability Modeling

Retirement Plan Services

  • Service Provider Search Assistance
  • Investment Policy Statement Development
  • Investment Menu Design
  • Investment Monitoring & Reporting
  • Investment Committee Support
  • Total Plan Fee Analysis
  • Plan Benchmarking
  • Optional risk-based GenerationTech Portfolio Models for Participants
  • Optional Participant Investment Planning Services

If you have any questions about whether we would be a good partner for you, please Contact Us. We will be happy to review our capabilities and would be interested to learn more about your business.