FEG diligently evaluates investment managers, custodians and retirement plan providers, finding the most compatible match for each of our clients.
Our dedicated research team searches for the appropriate combination of skilled personnel, ample resources, a tested philosophy and the ability to outperform benchmarks.
Investment Manager Searches
Our manager search process includes sourcing, screening, on-site and in-office manager due diligence review, as well as a comprehensive set of recommendations at the presentation of our findings.
We conduct hundreds of research meetings with investment managers annually to evaluate their philosophy and to determine their competitive advantage.
FEG provides manager search services as part of an investment consulting relationship or on a project basis.