Investment Advisors Consultant Headquarters

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Leading independent institutional investment consulting firm

https://www.callan.com/

Research& Education. The Callan Institute, established more than 40 years ago, is respected industry-wide as a source for independent research and original insights. 0 ,000+. Investment strategies in Callan’s proprietary database. 0 +. Dedicated research experts supporting our consultants…

Investment Advisor Consulting Customized Solutions

https://www.foreside.com/compliance-consulting-solutions/investment-advisor-consulting/

These customized, cost-effective services include: Assistance with SEC registration as an investment advisor. Compliance consulting support. Gap analysis. Create and maintain a compliance program and calendar tailored to the firm’s size, culture and business. Annual testing/reviews including compliance meetings and mock regulatory exams.Estimated Reading Time: 2 mins

Segal Marco Advisors - Investment Consulting Services for ...

https://www.segalmarco.com/

Segal Marco Advisors is one of the largest U.S.-based investment consultancies, with combined advisory assets exceeding $500 billion. Our expertise, research and technology help clients achieve their investment objectives. Our senior professionals average more than 20 years of experience, and have invested through all types of market conditions.

AndCo Consulting Clients first.

https://andcoconsulting.com/

Jul 06, 2021 · AndCo Consulting is an independent, SEC registered institutional investment consulting firm. We serve as a fiduciary to each of our clients, without exception or caveat, while assisting and guiding them in making important investment and plan design decisions. Our Mission: To represent the sole interest of our clients by redefining independence.

Fiducient Advisors Investment Consulting Firm ...

https://www.fiducientadvisors.com/

Founded in 1995, Fiducient Advisors provides strategic, client centric investment consulting solutions intended to help our clients prosper. Retirement plan sponsors, nonprofit organizations, financial institutions and private clients appreciate that Investment Consulting is our business. And providing aligned, tailored advice is how we do things.

Investment and Fiduciary Consulting Services Gallagher …

https://www.ajg.com/us/services/investments-fiduciary-consulting/

Aug 30, 2021 · Investment advisory, named and independent fiduciary services are offered through Gallagher Fiduciary Advisors, LLC, and an SEC Registered Investment Adviser. Gallagher Fiduciary Advisors, LLC is a single-member, limited-liability company, with Gallagher Benefit Services, Inc. as …

Constellation Investment Management Consultants

http://www.constellationadvisers.com/

Constellation, part of IQ-EQ is the leading co-sourced and outsourced investment management service provider with a boutique firm approach. Drawing from decades of experience in investment management and financial services, our practitioners provide expert advice and value-added service to a range of traditional and alternative investment management firms including, but not limited to: Hedge ...

Asset Management, Financial Advice & Consultation PFM

https://www.pfm.com/

Home. With you all the way. Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow. Learn More.

Fund Evaluation Group - FEG

https://www.feg.com/

Aug 17, 2021 · Consulting. Retain decision-making authority as we guide your investment strategy and support your portfolio decisions. Learn More. Who We Serve. FEG serves educational, community, and nonprofit organizations, including: Universities & Colleges. Community & Private Foundations. Independent Schools. Charitable.

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