FEG/Consulting is a non-discretionary investment advisory program based on our investment philosophy.
FEG/Consulting offers advice, expertise and insight on portfolio construction and manager selection and provides ongoing due diligence.
For investors seeking a professional consultant to assist them in evaluating investment managers and strategies, we offer FEG/Consulting.
FEG/Consulting is best suited to organizations that have board and committee members who are seeking recommendations and have internal staff implementing those recommendations.
FEG/Consulting services include:
Portfolio Modeling
- Asset Allocation
- Global Diversification
- Expert Manager Research/Selection
- Incorporation of Liability Assumptions (Pension Plans)
Policy Development
- Investment Policy
- Funding Policy
- Spending Policy and Liability Modeling
Ongoing Analysis
- Performance Reporting [ View Sample Performance Report ]
- Investment Manager Due Diligence
Knowledge Sharing
- Education of Trustees
- Education of Staff, Participants and Donors
Search Services
- Manager
- Custodial
- Retirement Plan Provider