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SERVICES

Our typical retainer relationship is one where we provide many of our consulting services throughout the course of the relationship on an ongoing basis. BilkeyKatz provides the full gamut of investment consulting 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

  • Participant Education Materials

  • Performance Attribution

  • Performance Measurement

  • Custom Reporting

  • Portfolio Optimization

  • Peer Group Analysis

 

SEARCHES OFFERED

  • Domestic/International Money Management

  • Separate Accounts

  • Mutual Funds/Collective Investment Funds

  • Exchange-Traded Funds

  • Custodian/Master Trustee

  • Hedge Funds/Fund of Funds

  • Private Equity

  • Real Estate

  • Socially Conscious Portfolios

  • Retirement Plan Service Providers