Investment Consulting
The Multnomah Group provides comprehensive investment advisory services to plan sponsors, accepting fiduciary responsibility for the advice we offer to our clients. Our investment consulting services are based on fundamental research, evaluating the quantitative and qualitative factors that impact performance.
Our investment consulting services include:
- Development of an Investment Policy Statement (IPS)
- Analysis of investment menu structure
- Development of target allocation
- Selection of investment vehicles for the plan
- Ongoing monitoring of the investments
