| Investment
Consulting Services for As an independent, boutique investment consulting firm based in Pittsburgh, Pennsylvania, BilkeyKatz Investment Consultants was established in December 2002 by Terry Bilkey and Jerry Katz to serve corporations, healthcare systems, endowments, foundations, and high net worth individuals and families. BilkeyKatz is a registered investment adviser under the Investment Advisers Act of 1940. The Owner-Consultants at BilkeyKatz are Chartered Financial Analysts (CFA’s) with an average of more than 17 years of experience in the investment consulting field. The professionals at BilkeyKatz average 22 years in the investment industry alone. The Firm is able to provide clients with impartial advice on a fee-for-service basis because it has no ties to any investment management, or other financial service, firm. BilkeyKatz has targeted the Firm’s relationships to a range of 15 to 18 accounts, depending upon the complexity of funds under advisement. These relationships will be serviced only by the Firm’s Owner-Consultants. By limiting the number of relationships, BilkeyKatz is ensuring that clients receive premier consulting services from objective professionals who have been in the investment business for decades. The
Firm’s goal
is to capitalize on our vast experience working on accounts with
sizes ranging from $100 million to $1 billion. BilkeyKatz’s
commitment is to bring the same unparalleled level of service to
each and every client, regardless of size. |
