Order our "build your own" request for proposal (RFP) tool.

Selecting an investment provider can be a challenge.

Complete the form below and you'll receive an e-mail with a list of the most commonly asked questions we receive from prospective clients. We also recommend applying an objective scoring system to your RFP evaluations, another area in which we can provide assistance.

The questions cover the following key categories:

  • Organizational history, structure, experience
  • Services provided by the firm, including investment, custodial & trust, and administrative
  • Clients served by the firm, including type, duration, experience, and AUM
  • Strategic advice
  • Asset allocation strategy & Investment philosophy
  • Portfolio construction & manager research process
  • Client service philosophy and team
  • Risk management process, monitoring & systems
  • Fees

Our services


Delegating some of your current investment responsibilities to a trusted, award-winning co-fiduciary can let you re-focus on oversight and strategic decisions.

Explore investment outsourcing


We can help you effectively implement your investment policy decisions. Our experienced team works on your behalf to minimize performance drag and administrative workload.

Explore investment implementation

Consulting and
investment advice

Our consulting teams are personally involved with each client and become an extension of your investment experts.

Explore consulting and advice
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