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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 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:




  • 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



  • 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

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Additional information about BilkeyKatz Investment Consultants is available on the United States Securities and Exchange Commission (SEC) website at You can search this site by a unique identifying number known as a CRD number. The CRD number for BilkeyKatz is 125216.

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