Andre C. Email and Phone Number

Provide various services, such as investment policy development, asset allocation analysis, asset liability modelling, investment manager search and selection, performance measurement and evaluation, and customized educational programs. Advise the plan sponsor on virtually all aspects of the investment management process. Advise clients on asset allocation and manager selection, as well as educate advisory clients on brokerage matters such as soft dollaring and commission recapture.

Acts as a lead in the preparation of department and division of annual budgets as well as the annual audited financial statements.