Business Details
40 Years
experience
Trusted Investment Consulting Services in Philadelphia
Founded in 1986, our firm has dedicated over three decades to delivering objective investment consulting services to employee benefit plans, institutions, and individuals across the United States. We pride ourselves on maintaining an independent structure with no affiliations to investment managers or broker-dealers, ensuring unbiased advice tailored to each client's unique needs. Our disciplined research-driven process, conducted entirely in-house by experienced professionals, focuses on identifying best-in-class investment solutions that balance risk and return. With expertise spanning asset allocation, manager selection, and fiduciary oversight, we serve over 250 benefit funds nationwide while maintaining long-standing relationships with clients dating back to our inception. Our proprietary due diligence methodology includes on-site evaluations and continuous performance monitoring to uphold the highest standards of service.As an employee-owned firm, we align our interests with those of our clients, prioritizing transparency, ethical practices, and measurable outcomes. Our team's collective experience across banking, alternative investments, and governance enables us to address complex challenges while maintaining a singular focus on preserving capital and achieving investment goals. We provide comprehensive support through all phases of the investment process, from policy development to implementation and ongoing oversight. Our commitment to industry best practices is demonstrated through active participation in professional organizations and adherence to rigorous compliance standards. By maintaining a lean operational structure, we deliver personalized regional service while leveraging national resources to benefit our diverse client base.
Services
Investment Policy Development
Asset Allocation Modeling
Performance Reporting
Manager Searches
Fee Negotiation
Details
- Year established: 1986
Highlights and features
- 39 years of specialized experience in investment consulting since 1986
- Serving over 250 employee benefit plans nationwide
- $70+ billion in assets under advisement through proven strategies
- Completely independent with no affiliations to investment product providers
- Proprietary manager research process with ongoing performance monitoring
Services
Investment Consulting
We provide comprehensive investment consulting services tailored to institutional and individual clients' specific needs. Our approach combines proprietary research methodologies with extensive market analysis to develop customized strategies that align with each client's financial objectives. By maintaining strict independence from investment product providers, we ensure unbiased recommendations focused solely on client outcomes.
Manager Research
Our rigorous manager research process identifies top-performing investment options across all asset classes. Through in-person meetings, on-site due diligence, and continuous performance tracking, we maintain an approved list of best-in-class managers. This systematic approach ensures clients receive access to proven investment strategies with demonstrated track records of success.
Asset Allocation
We develop customized asset allocation models based on each client's risk tolerance and investment goals. Our analysis considers market conditions, economic trends, and historical performance data to create balanced portfolios. The approach emphasizes diversification while maintaining flexibility to adapt to changing market environments and client needs.
Performance Reporting
Our quarterly reporting system provides detailed performance metrics against benchmarks and peer groups. Reports include risk statistics, capture ratios, and fee analysis to ensure complete transparency. Clients receive comprehensive insights into portfolio composition and manager performance through clear, actionable reporting formats.
Fiduciary Oversight
We offer ongoing fiduciary oversight services to ensure investment programs adhere to established policies and regulatory requirements. Our team conducts quarterly reviews of investment activities, manager compliance, and policy adherence. This proactive approach helps mitigate risks while maintaining alignment with clients' long-term financial objectives.
People
Richard I. Sichel, Jr.
Chief Executive Officer
With extensive leadership experience in investment management, Richard oversees strategic direction and client relationships. He brings decades of industry expertise to ensure continued growth while maintaining the firm's founding principles of independence and objectivity.
Jennifer Mink
President
As President, Jennifer leads client service initiatives and contributes to investment strategy development. Her background in alternative investments and governance enhances the firm's ability to address complex fiduciary challenges for institutional clients.
Mitchell J. Green
Senior Advisor
Mitchell provides strategic guidance based on decades of experience in financial services. His expertise in investment consulting and corporate governance supports the firm's commitment to delivering objective, research-driven solutions to institutional clients.
Christopher McDonough
Chief Investment Officer
Leading the research department, Christopher directs manager selection and investment strategy. His specialized knowledge in multi-asset portfolios and alternative investments strengthens the firm's ability to identify top-performing managers across diverse asset classes.
Brian Hicks
Senior Consultant
Brian works directly with clients on portfolio construction and implementation strategies. His experience in investment consulting and fiduciary responsibilities supports comprehensive solutions tailored to each client's specific needs and regulatory requirements.
Questions
What types of clients do you work with?
We specialize in serving employee benefit plans, including Taft-Hartley funds, public pension funds, and private wealth clients across the United States.
How are your investment recommendations developed?
Our proprietary research process evaluates managers across quantitative and qualitative factors through in-person meetings and on-site due diligence to identify best-in-class options.
What makes your firm different from other consultants?
We maintain complete independence with no affiliations to investment product providers, ensuring unbiased advice focused solely on client outcomes.
How do you ensure ongoing investment performance?
We continuously monitor all recommended managers through quarterly reviews and maintain an approved list of top-performing investment options across asset classes.
What geographic areas do you serve?
We work with clients in all 50 states, providing personalized service while leveraging national resources and expertise.
How are your fees structured?
Our fees are transparent and based on the scope of services provided, with no hidden costs or conflicts of interest from product affiliations.
