Learn more about the services we offer to investors: Consultant Search Services (CSS) - to assist institutions in searching for and selecting a new investment consultant or outsourced chief investment officer (OCIO) provider. Although governance best practices recommend a search process (commonly known as an RFP process) every 5-7 years, we find that many institutions put this off due to time and/or resource constraints. Our Value Proposition: • Run the entire search process from start to finish, including identifying firms, building a custom RFP, analyzing and evaluating RFP responses, coordinating and managing finals presentations, and assisting with formulating the final recommendation. • Our team has experience on both sides of the table, having previous served as endowment directors, non-profit board members, and investment consultants. • Significant time and resource savings for our partners while achieving a better final result. Investment Advisory Services (IAS) - to assist investment advisors with their manager research, portfolio construction, portfolio optimization, model creation, quarterly newsletters and market outlooks. Our Value Proposition: • You maintain control of investment decisions but receive high-quality, independent advice. • Institutionalized approach leads to a consistent process across multiple portfolios. • Significant cost savings over hiring a CIO or full time research analyst. • Access to Prospect Portfolio Analytics (PPA), which helps investment advisors analyze a prospect’s portfolio and close new business.