BilkeyKatz provides the full gamut of investment consulting services, including but not limited to investment policy development/review, overall asset allocation strategies, investment manager searches and evaluation, performance monitoring, and alternative investments. A full list of our Firm’s services follows.

• Investment Policy Development and/or Review
• Asset Allocation
• Asset/Liability Modeling
• Spending Policy Modeling
• Multiple Manager Structure Analysis
• Performance Attribution
• Performance Measurement
• Custom Reporting
• Portfolio Optimization
• Peer Group Analysis
• Participant Education/Communication Materials

• Custodian/Master Trustee
• DC Service Providers
• Mutual Funds
• Domestic/International Money Management
• Hedge Funds and Private Equity
• Real Estate
• Socially Conscious Investments

Each of the services listed above is offered under a full-retainer relationship, or on a project-only basis.

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