Head of Sales & Marketing

William Goslee
William Goslee
Head of Sales & Marketing

Institutional Contacts

Brian Gray
Brian Gray
Vice President
Matt Finke
Matt Finke
Institutional Client Development

INSTITUTIONAL INVESTORS

Institutional investors represent the core of our client base. Our service offerings to institutions feature traditional strategic consulting, manager research, and fully-outsourced managed portfolios.

With over 100 employees and approximately $51* billion in assets under advisement, we are large enough to have depth of research and big-firm access to high-minimum managers, but small enough to be nimble, focused on our clients, and offer small-firm access to niche low-maximum managers.

To help ensure our clients' interests come first, we are structured as an independent, privately-owned firm. We have broad equity ownership to further promote stability. For many of our clients, we are the "longest-termed committee member," providing a consistent voice amidst committee turnover.

 

*As of June 30, 2014. Assets under Advisement include the assets of FEG and its affiliated entities. Some asset values may not be readily available at the most recent quarter end, therefore the previous quarter's values were used for this calculation. The values may be higher or lower, depending on the current market conditions. These accounts are typically non-discretionary only. Assets under Advisement includes both discretionary assets, over which FEG has full trading authority, and non-discretionary assets which we advise and make recommendations on, but may not have authority to execute or facilitate trades on behalf of the client.

© 2014 Fund Evaluation Group, LLC
Ph: 513-977-4400 | information@feg.com

Material is accurate as of this label date and no obligation nor intention to make updates or corrections exists.

Page Last Updated: 09/14/2014