We offer an array of core investment services to our clients. Based on your specific needs, we can provide any number of services to help you achieve your goals and objectives. Though we primarily serve as a consultant and offer customized solutions, the following outlines some of our more popular services.
Strategic asset allocation with cyclical views
ERISA 3(21) and 3(38) investment fiduciary services
Investment-manager search and selection
Liability-driven pension investment strategies
Research & Reporting
Investment Policy Statement (IPS) generation and review
Ongoing investment-manager due diligence
Investment and economic research
Quarterly economic newsletter
Fee analysis and benchmarking
Monthly consolidated portfolio reports
See all of our services
Call us at 888-458-5557 with your questions or requests so that we can create a
strategy that will contribute to your success.
Ingham Secure Access
Access to Ingham private employees portal.
9155 South Dadeland Blvd., Suite # 1512
Miami, FL 33156