Alicia Moore Email and Phone Number

Collaborate with Institutional Consulting Directors and institutional clients to analyze, organize, and execute a plan for a disciplined and long-term investment strategy, tailored around set objectives and risk tolerance. Provide quantitative analytics on current and potential investment managers for institutional clients. Key responsibilities include: assist in the development of Investment Policy Statements, selecting an appropriate asset allocation, perform investment manager searches, calculate investment performance, and prepare quarterly monitoring reports on manager performance. Services provided to 401(k) clients include: perform provider search, mutual fund performance review and selection, expense analysis.

Open new accounts, reconciile client issues. Trade stocks, bonds, and mutual funds in client accounts. Set-up and assist with financial planning and retirement seminars.