Investment Consulting Services LLC: Your One-Stop Solution for Investment Management
Investment Consulting Services LLC is a leading investment management firm that provides customized investment advice to clients. Our team of highly skilled professionals is dedicated to delivering tailored, fully transparent, and objective investment solutions that meet your specific investment goals.
Our client-centric institutional investment consulting approach focuses on objective and transparent solutions. We act in your best interest, as fiduciaries, and believe that the first step in this process is eliminating conflicts of interest. That is why we don’t receive any indirect compensation from any source and aren’t affiliated with a broker/dealer or any other entity.
Our firm has a long history of working with institutional employee benefit plans. We have a dedicated team of highly focused investment professionals who are committed to providing the highest level of customized investment advice to our clients.
We partner with our clients to deliver intuitive fully customized institutional investment solutions. Whether you have an existing plan that isn’t meeting expectations, or you are looking to build an investment program from the ground up, our fully customized solutions help your organization meet its specific investment goals.
Our Unique Consulting Model
At Investment Consulting Services LLC, we believe in building long-term partnerships with our clients. Our firm has the freedom to take a long-term view and truly put our client’s needs at the center of the process. We are 100% employee-owned and are dedicated to building long-term partnerships with our clients.
Our client-centric institutional investment consulting approach focuses on objective and transparent solutions. We act in your best interest, as fiduciaries, and believe that the first step in this process is eliminating conflicts of interest. That is why we don’t receive any indirect compensation from any source and aren’t affiliated with a broker/dealer or any other entity.
Our Services
We provide a variety of services to meet your plan’s unique needs. From outsourced chief investment officer (OCIO) services that free up time for your team to focus on other priorities to a-la-carte projects, we assemble prudent investment solutions that meet your goals.
Our services include:
- Investment Consulting
- Outsourced Chief Investment Officer (OCIO) Services
- Investment Policy Statement (IPS) Development
- Asset Allocation Studies
- Manager Search and Selection
- Performance Measurement and Evaluation
- Fiduciary Education and Training
- Retirement Plan Consulting
- Endowment and Foundation Consulting
Our Process
We partner with our clients to deliver tailored, fully transparent, and objective investment solutions. Our client-centric institutional investment consulting approach focuses on objective and transparent solutions. We act in your best interest, as fiduciaries, and believe that the first step in this process is eliminating conflicts of interest. That is why we don’t receive any indirect compensation from any source and aren’t affiliated with a broker/dealer or any other entity.
Our process includes:
- Discovery: We work with you to understand your organization’s unique needs and goals.
- Analysis: We analyze your current investment program and identify areas for improvement.
- Strategy: We develop a customized investment strategy that meets your specific investment goals.
- Implementation: We implement the investment strategy and monitor the progress of your investments.
- Review: We review the performance of your investments and make adjustments as needed.
Our Commitment to You
At Investment Consulting Services LLC, we are committed to providing the highest level of customized investment advice to our clients. We believe in building long-term partnerships with our clients and are dedicated to delivering tailored, fully transparent, and objective investment solutions that meet your specific investment goals.
We are 100% employee-owned and are committed to building long-term partnerships with our clients. Our firm has the freedom to take a long-term view and truly put our client’s needs at the center of the process.
FAQs
- What is Investment Consulting Services LLC?
Investment Consulting Services LLC is a leading investment management firm that provides customized investment advice to clients. - What services does Investment Consulting Services LLC offer?
We provide a variety of services to meet your plan’s unique needs. From outsourced chief investment officer (OCIO) services that free up time for your team to focus on other priorities to a-la-carte projects, we assemble prudent investment solutions that meet your goals. - What is the Investment Consulting Services LLC process?
Our process includes discovery, analysis, strategy, implementation, and review. - What is the Investment Consulting Services LLC commitment to clients?
At Investment Consulting Services LLC, we are committed to providing the highest level of customized investment advice to our clients. We believe in building long-term partnerships with our clients and are dedicated to delivering tailored, fully transparent, and objective investment solutions that meet your specific investment goals. -
What is the Investment Consulting Services LLC unique consulting model?
At Investment Consulting Services LLC, we believe in building long-term partnerships with our clients. Our firm has the freedom to take a long-term view and truly put our client’s needs at the center of the process. We are 100% employee-owned and are dedicated to building long-term partnerships with our clients.
Audit Senior (Investment Funds) – South Florida (Hybrid or Remote)
Cherry Bekaert
Coral Gables, FL $65,000-102,950 per year Permanent Full-time
Cherry Bekaert is a national recognized professional services firm that delivers innovative and sophisticated advisory, assurance and tax services to our clients. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If these values align with yours, we’d like to hear from you. Help us continue in our success as an Investment Funds Audit Senior in our South Florida, FL, office. …
Managing Partner, Strategic Consulting -Direct Report to CEO (EST or CST preferred)
Press Ganey Associates
Chicago, IL Permanent Full-time
Looking to level up your career by working with an ambitious global team? Want to play a key role in the success of a growing healthcare and technology company? Interested in engaging in online conversations about patience experience, consumer and employee insights, customer experience (CX), the evolution of the healthcare industry, and emerging technology like AI? Come to PG Forsta! …
Data Analyst/Power BI, Google Analytics – Financial Services
Purposive Consulting LLC
Montvale, NJ $55,000-70,000 per year Permanent Full-time
We are currently seeking a Paid Marketing Data Analyst with expertise in Power BI and Google Analytics. In this data-driven role, you will leverage these tools to analyze and optimize our PPC campaigns. Your ability to transform complex data into easily digestible data visualization will directly impact the effectiveness of our marketing strategies. …
Click Here to learn more about Investment Consulting Services LLC, Find your dream job! Search for jobs, post your resume, compare salaries and find career advice and research.