Services : Investment Consulting

The Multnomah Group provides comprehensive investment advisory and co-fiduciary services to plan sponsors. 

These services include:
• Development of an Investment Policy Statement (IPS)
• Target investment allocation
• Selection of investment vehicles for the plan
• Ongoing monitoring of the investments. 

At the Multnomah Group, we go beyond the traditional review of past performance. Few investment brokers or advisors are equipped to provide anything beyond a basic report that shows the past performance of the funds in the plan. We provide the substance plan sponsors need to make proactive decisions about the investment health of their retirement plan.

Investment Philosophy
The Multnomah Group’s approach is firmly rooted in the belief that markets are efficient, and that investors’ returns are determined principally by asset allocation decisions, not market timing or stock picking. We believe that all portfolios should employ a disciplined strategy designed to capture the return behavior of an entire asset class.

All portfolios should focus on the minimization of costs including management expense and trading costs. The objective of Multnomah Capital is to help clients and participants structure globally diversified portfolios that capture the available asset class returns and provide diversification to investors.