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unbiased second opinion

As an independent consulting firm, we offer clients an unbiased sounding board for evaluating their investment offerings by acting as "gatekeepers" between them and financial product providers.

We partner with pension plan sponsors and trustees in a consultative capacity to design, implement and monitor an effective manager search & selection program in accordance with our mandate. 

Our emphasis is on fund search and selection as well as active and passive manager performance evaluation and monitoring.