Our long-term relationships with institutional consulting clients create a true sense of working with one another to help achieve successful outcomes. Our consulting teams are personally involved with each client and become an extension of your investment experts. We seek to understand. We start with a complete assessment of your organization’s current situation. What’s your current funding status? Is your plan open, closed or frozen? How are your liabilities affecting your corporate balance sheet or your ability to accomplish your mission? After we have a complete understanding of your objectives and program status, then we start crafting an integrated strategy to provide a clearly defined plan. From here, we take action—providing professional guidance and management of your entire investment portfolio.
Depending upon the size of your organization, we will shape a program that either provides the diversification benefits of our multi-manager funds or Offer the customization of separate accounts with a dedicated ConsulTop Investments portfolio manager advising your team every step of the way. And we’ll continue to listen and respond as your situation changes over time. We provide flexibility to meet your needs and we access to some of the world’s best money managers with Dynamic portfolio management. We got proficiency in shaping investors’ strategies, investment practices, and asset manager selections; to a certain extent, they have become one of the key gatekeepers within the financial industry. Our dedicated team collaborates with other investment consultants around the globe, providing insights on our broad suite of investment solutions and access to our investment professionals. We are committed to partnering with the investment consultant community to inform their analysis of investment solutions on behalf of their clients.