What Sets us Apart?
We are pleased to provide investment consulting services to many different clients, including pension and benefit plans, endowments and foundations, insurance funds, and Indigenous trusts and other Indigenous investment funds.
Our Services
- Reviews of investment strategy, policies, and beliefs
- Investment performance analysis and reporting
- Asset mix studies
- Dynamic asset allocation strategies
- Investment manager reviews and searches
- Custodian reviews and searches
- Reviews and development of distribution policies
- Environmental, Social, Governance and Indigenous (“ESGI”) reporting
- Board and committee education