The experienced, independent consultants of BilkeyKatz bring a unique approach to investment committees and management staffs responsible for investment plans at foundations, endowments, defined benefit retirement plans, defined contribution plans, family offices, and health care organizations.
We believe clients like these are best served by the applied expertise and steady hand of an objective, experienced adviser who is totally focused on providing informed investment decisions.
We help to establish solid investment programs that have a long-term horizon with intermediate term adaptability. Our process seeks to avoid chasing returns while recognizing market cycle opportunities.
We provide the full range of investment consulting services from asset allocation and investment policy development, to asset/liability modeling, spending policy analysis, investment manager selection and evaluation, and performance monitoring.
BilkeyKatz has relationships primarily with institutional clients overseeing combined assets valued from
$20 million to $1 billion. BilkeyKatz is a registered investment adviser under the Investment Advisers Act of 1940*.
*Registration as an investment adviser does not imply a certain level of skill or training.