Fund Evaluation Group Expands Research Solutions Business with Investment Advisory Firms and Multi-Family Offices

Fund Evaluation Group, LLC (FEG) adds Legacy Trust Family Wealth Offices and Quadrant Family Wealth Advisors to the growing list of family office and wealth management clients that partner with FEG for research solutions.

“Partnering with wealth managers, advisors, and multi-family offices is a natural fit for FEG,” says Alan Lenahan, Head of Research Services at FEG. “We have provided capital markets research, asset allocation advice, and manager research to institutions for decades. Bringing these capabilities to financial advisors, wealth managers and family offices has been a strategic initiative of the firm."

Prompted by increasing requests for help with research, FEG expanded its research solutions offering at the end of 2014. Since then, requests continue to grow from financial advisors, family offices, banks, insurance firms, and other intermediaries to have FEG provide research services.

"Our timing was prescient as there has been recent dissatisfaction with research providers and client performance,” says Lenahan. "We have purposely developed an understanding of the needs, wants and objectives of wealth managers, advisors, and multi-family offices to design a solution that may help them achieve better results for their clients. Just as with our institutional clients, we serve as an extension of their internal research office.”

FEG Research Services offers capital markets research, asset allocation, and manager research, as well as an interactive relationship with FEG thought leaders. Custom solutions are also available for alternatives including hedge fund and private capital engagements.

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