The group's principle activity is to provide consulting services that specializes in working with foundations and endowments, retirement plan sponsors, and private investors to manage successful investment programs. The group's services include asset allocation strategies, investment policy development, investor manager search, performance evaluation review, education and communication, and operations services. The group operates from United States.
Executive Information
Name
Title
Email
Howard Biggs
MD - Retirement Consulting
N/A
Lynn Spruill
CFO, COO
N/A
Mary Johnson
Principal
N/A
Michelle Ruppelt
Chief Compliance Officer, Mgr. - Client Services Group
