Investment Manager/Mutual Fund Search

Our organization’s senior analyst staff is dedicated to successfully guiding clients through the investment manager/mutual fund search process.  Extensive resources are dedicated to monitoring the broad universe of products available within the major asset categories.  Objective screening procedures that have been honed in-house since the firm’s inception are combined with ongoing, in-depth research and analysis in order to provide clients with concise and relevant information on the strongest and most appropriate candidates for their consideration.  All qualified candidates are considered on an objective and impartial basis and individual Plan characteristics, needs and objectives are factored into our process.  The results of our analysis reflect the following factors:

	Commitment to and qualifications relevant to the investment discipline
	Investment philosophy and process
	Historical investment results
	Portfolio characteristics
	Style Analytics
	Manager qualifications and tenure
	Organizational stability
	Fees and expenses
	Fit within specific Plan framework

The results of this process are presented to clients in a format that allows for ease of comparison between candidates and that serves as a prudent paper trail with respect to the fulfillment of fiduciary due diligence.  Our consultants provide further assistance in the decision-making process by sharing their experience and expertise as well as by organizing and mediating finalist presentations, when desired.