Strategic Investment
Solutions Inc.
1 California St., Suite 2250, San Francisco, Calif. 94111; phone: (415) 362-3484
Strategic Investment Solutions Inc. provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and U.S., global/international, real estate, venture capital, LBO, private investment, derivative and GIC manager selection, performance measurement and analysis.
The firm also offers manager fee negotiations and directed brokerage.
For 401(k) plan sponsors, the firm provides advice on which investment options to offer employees and advice on the hiring of firms offering the specific investment options to 401(k) plan sponsors.
The firm tracks 1,780 equity mutual funds, 2,214 fixed-income mutual funds and 639 money market mutual funds.
The firm has special expertise in style analysis and performance attribution.
Of the six tax-exempt clients on retainer, three are corporate, one is public and two are private. The firm also provided services to one corporate and one union non-retainer tax-exempt client during the past year.
There are three professional consultants. Fees are payable in hard dollars.
Tax-exempt retainer clients include Los Angeles County and The Southern Co.
Michael R. Beasley and Barry W. Dennis are client contacts.
Stratford Advisory Group
500 W. Madison St., Suite 2960, Chicago, Ill. 60661; phone: (312) 902-1985
Stratford Advisory Group Inc. provides fully discretionary investment advisory services to more than $210 million in client asset through a manager of managers program.
The firm also offers investment policy development, manager configuration, manager selection, performance management, cost containment, mutual funds management, program management and management using style index funds.
The firm tracks 25 GIC providers, 900 equity mutual funds, 400 fixed-income mutual funds and 25 money market mutual funds.
The firm has special expertise in strategic asset allocation and style allocation.
Of the 25 tax-exempt clients on retainer, 11 are corporate, two are union and 12 are foundation or endowment funds. There are nine professional consultants.
Tax-exempt retainer clients include Knight-Ridder, Art Institute of Chicago, Carnegie Institute and Illinois Institute of Technology.
Terry Bartlett is client contact.
Towers Perrin
245 Park Ave., New York, N.Y. 10167-0128; phone: (212) 309-3400
Towers Perrin provides overall development of investment policies/objectives; overall development of appropriate asset allocation; U.S., global/international, real estate, venture capital, LBO, private investments, derivatives and GIC manager selection and performance measurement; and U.S. and global/international investment additional analysis.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering the specific investment options, record-keeping and administration services, guidance on the hiring of record-keeping service providers, and investment education and communications programs for employees.
The firm has special expertise in asset/liability analysis, defined contribution plan investment and global pension structure.
The firm has 40 tax-exempt clients on retainer. The firm also provided services to 100 non-retainer tax-exempt clients during the past year.
There are 25 professional consultants. Fees are payable in both hard and soft dollars.
Catherine Higgins is client contact.
The Townsend Group
1500 W. Third St., Suite 410, Cleveland, Ohio 44113; phone: (216) 781-9090
The Townsend Group provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and real estate manager selection, performance measurement and additional analysis.
The firm also offers public/private REIT analysis, commercial mortgage consulting and portfolio construction.
The firm has special expertise in real estate.
Of the 30 tax-exempt clients on retainer, seven are corporate, 19 are public, three are union and one is a foundation or endowment fund. The firm also provided services to seven non-retainer tax-exempt clients during the past year, of which two were corporate, three were public and two were union.
There are 11 professional consultants. Fees are payable in hard dollars.
Tax-exempt retainer clients include Southwestern Bell, Los Angeles County, state of Washington and United Mine Workers of America.
Kevin W. Lynch is client contact.
Tremont Partners Inc.
555 Theodore Fremd Ave., Rye, N.Y. 10580; phone: (914) 921-3400
Tremont Partners Inc., a unit of Tremont Advisors Inc., provides overall development of investment policies/objectives; overall development of appropriate asset allocation; U.S., global/international, private investment and derivative manager selection, performance measurement and additional analysis; and GIC manager selection and performance measurement.
For 401(k) plans, the firm provides advice on which investment options to offer employees and guidance on the hiring of record-keeping service providers. Four professionals work solely on the needs of 401(k) plans.
The firm tracks 10 GIC providers, 400 equity mutual funds, 225 fixed-income mutual funds and 30 money market mutual funds.
The firm has special expertise in alternative investments.
Of the two tax-exempt clients on retainer, one is corporate and one is public.
There are five professional consultants. Fees are payable in hard dollars.
Suzanne S. Hammond is client contact.
Wellesley Group Inc.
800 South St., Suite 250, Waltham, Mass. 02154; phone: (617) 891-3636
Wellesley Group Inc. provides overall development of investment policies/objectives; overall development of appropriate asset allocation; and U.S., global/international, real estate, private investment and derivatives manager selection, performance measurement and analysis.
The firm also offers venture capital manager selection and performance measurement.
For 401(k) plans, the firm provides advice on which investment options to offer employees, advice on the hiring of firms offering the specific investment options, guidance on the hiring of record-keeping service providers, and communications programs for employees.
The firm has special expertise in data base development, peer group analysis and performance attribution.
The firm provides peer group analysis, portfolio analysis and performance attribution to the investment management industry.
Of the 42 tax-exempt clients on retainer, 13 are corporate, three are public, one is union and 25 are foundation or endowment funds. The firm also provided services to five non-retainer tax-exempt clients during the past year, of which three were corporate, one was union and one was a foundation or endowment fund.
There are six professional consultants. Fees are payable in both hard and soft dollars.
Tax-exempt retainer clients include Chicago Transit Authority, Washington
University, Rochester Institute of Technology and Mississippi State
University.
Ned A. Joachimi, Andrew Parillo and Pamela Joachimi are client contacts.
