Scope of Consulting Services

We consult with clients on a one-time and continuous basis in a fiduciary capacity. Our Services include:

• Selection and benchmarking of Investment Service Providers. 

• Due diligence on Investment Managers and other Investment Service Providers.

• Preparation and maintenance of Investment Policy Statements (IPS) 

• Asset allocation recommendations. 

• Implementation of liability protections that operate in the form of “Safe Harbors.” 

• Fee and compensation analysis.

• Monitoring of Investment Service Providers to ensure fulfillment of contract terms and find opportunities for improvement. 

• Analysis and reporting of investment performance. 

• Advice on investment strategies, and education. 

• Conducting fiduciary reviews or assessments.

Please contact us at 201-791-0085 or retireinfo@stonegatewealth.com.