SERVICES

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Our typical retainer relationship is one where we provide many of our consulting services throughout the course of the relationship on an ongoing basis. Services are offered on a retainer or project basis. BilkeyKatz provides the full gamut of investment consulting and OCIO services, including but not limited to investment policy development/review, overall asset allocation/diversification strategies, investment managers/funds (including alternative investments) and custodian searches and evaluations, and performance monitoring. A full list of our Firm’s services follows:

 

SERVICES OFFERED

 

• Investment Policy Development/Review

• Asset Allocation/Diversification

• Asset/Liability Modeling

• Spending Policy Modeling

• Manager Structure Analysis

• Multiple Manager Structure Analysis

• Investment Fee Analysis

• Participant Education Materials

• Performance Attribution

• Performance Measurement

• Custom Reporting

• Portfolio Optimization

• Peer Group Analysis

 

SEARCHES OFFERED

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• Domestic/International Money Management

• Separate Accounts

• Mutual Funds/Collective Investment Funds

• Exchange-Traded Funds

• Custodian/Master Trustee

• OCIO/Investment Manager RFP

• Hedge Funds/Non-Correlated Strategies

• Private Equity/Venture Capital

• Real Estate/Real Assets

• Limited Partnerships

• ESG/Socially Conscious Strategies

• Retirement Plan Service Providers