Company Information
Our mission is to help sophisticated plan sponsors define and realize the objectives of their investment programs by providing them with objective information, guidance and expert advice with respect to the disciplined management of their investment funds. We also aspire to provide a rewarding career for capable investment professionals who want to practice their profession in an environment that is devoted entirely to consulting, supported by state-of-the-art technology and investment market research, and free from any conflicts of interest. We emphasize client advocacy, co-fiduciary responsibility, and follow a global approach to consulting.
We specialize in strategic planning (asset allocation and liability analysis, manager structure analysis, investment policy development) and global manager research. Our asset/liability process is one of the most sensible, well documented, and effectively communicated investment policy services in the industry. Our manager structure process is designed to maintain the integrity of the asset allocation targets as we integrate active management into the structure. It is approached from both a characteristic and historical return basis. Our global manager research effort is enhanced by the experience and reputation of our consultants in the investment management community, our use of multiple databases, and our independence as a company that has no other lines of businesses other than plan sponsor consulting. Finally, our private markets consulting practice is unique in the industry, due to our focus on risk control and strategic planning, the experience and expertise of our private market investment staff, and the complete independence and objectivity of our advice. |
| Quick Facts |
Locations:
333 Bush Street
Suite 2000
San Francisco, CA 94104
Phone: (415) 362-3484
Fax: (415) 362-2752
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| Began Consulting: 1994 |
| Number of Employees: 21 |
Client Contacts
Michael R. Beasley, Managing Director
Barry W. Dennis, Managing Director
John P. Meier, CFA - Director
Pete A. Keliuotis, CFA - Vice President
Patrick F. Thomas, CFA - Vice President
Curt Smith, CFA - VP and Director of Private Markets Research
Manager Search Contacts
Margaret S. Jadallah, VP and Director of Manager Research
Paul S. Harte, Vice President
Jonathan Brody, Vice President |
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