Independent, unbiased investment strategies and advice are increasingly more important and more difficult to find. At the same time, oversight responsibility in today’s complicated investment marketplace is more challenging than ever.

Eckler consultants have the knowledge and experience to guide fiduciaries through the complexities. We help our  clients:

• Determine reasonable and appropriate investment objectives.
• Establish appropriate long-term asset allocation strategies.
• Develop clear investment policies and procedures to serve as the framework for successful investment programs.
• Create and define investment structures and mandates to implement the policies.
• Select investment managers to fit the structure.
• Evaluate and monitor the continued effectiveness and performance of the managers and the investment structure.

We also provide regular monitoring services, asset/liability studies and portfolio analyses using a range of proven techniques, innovative computer-based tools and standard databases.

For more information on our Asset consulting services, please contact Greg Malone in Toronto or Gilles Bouchard in Montreal.