Organization / Workplace

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Finance / Banking / Insurance

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About

My group is nationally recognized as a leader in providing investment consulting solutions and discretionary asset management for endowments, foundations, health care entites, pension funds and family offices. For over 30 years, we have provided cutting edge advice to assist organizations and families in achieving their financial objectives and in supporting their mission. We are known for our expertise regarding asset allocation strategies, investment manager selection and supervision, alternative investment knowledge, spending & cash flow modeling, liability driven investing (LDI) and more. Barron's Top 100 Financial Advisors: 2011, 2012, 2013 & 2014 http://online.barrons.com/rep...