Business Details
36 Years
experience
Independent Investment Management Consulting Services
Investment Consulting Group has been dedicated to providing independent investment management consulting services since 1990. Our mission focuses on minimizing fiduciary liabilities while enhancing fund performance and reducing costs for clients nationwide. We serve corporations, retirement plans, government entities, endowments, foundations, and affluent individuals with customized solutions. Our approach emphasizes absolute independence, as we maintain no financial affiliations with other organizations and reject commissions or free trades from money managers. With over 30 years of combined experience, our team leverages proprietary performance analysis software and independent databases to deliver actionable insights tailored to each client's unique needs.We prioritize ongoing guidance through educational resources like our Timely Topics and 401(K) Quarterly Update newsletters. Our commitment to client service is demonstrated through continuous account supervision and personalized recommendations aligned with specific objectives. Our expertise spans asset allocation, manager selection, and comprehensive performance evaluation across more than 39,000 managed investments. We maintain active memberships in professional organizations like the Investments & Wealth Institute to uphold industry standards. This dedication to excellence has established us as trusted advisors in the investment consulting field.
Services
Investment Education
Asset Allocation
Cost Containment
Manager Selection
Performance Measurement
Details
- Year established: 1990
Highlights and features
- We have over 30 years of combined experience in investment consulting
- Our team maintains active Certified Investment Management Analyst (CIMA) certifications
- We operate with complete independence and no financial affiliations
- We utilize proprietary performance analysis software for data-driven insights
- Our recommendations focus exclusively on client needs and objectives
Associations and certifications
- Investment & Wealth Institute (CIMA)
Services
Investment Education
We provide tailored educational programs for trustees and employees covering investment principles and fiduciary responsibilities. Our curriculum addresses specific business concerns while delivering practical insights for effective decision-making. This service helps clients understand complex investment issues affecting their controlled assets.
Asset Allocation
Our team develops customized asset allocation strategies based on risk tolerance and investment objectives. We analyze cash flow needs, time horizons, and market conditions to create optimal investment mixes. Regular rebalancing ensures continued alignment with client goals and market dynamics.
Cost Containment
We implement strategies to reduce investment-related expenses through commission negotiation and fee analysis. Our approach identifies cost-saving opportunities across custodian fees, management fees, and transaction costs. This service helps maximize net returns for retirement plans and institutional clients.
Manager Selection
We conduct comprehensive manager searches and due diligence processes to identify qualified investment professionals. Our evaluation includes risk/return analysis, style characteristics, and performance benchmarking against industry standards. This service ensures selection of managers aligned with client-specific requirements.
Performance Measurement
We provide detailed performance evaluation using time-weighted returns and risk analysis metrics. Our assessments compare results against investment objectives, market indices, and manager style universes. This service includes regular reporting to track progress toward financial goals.
People
Donald R. Stanforth
President
Donald Stanforth has over 40 years of finance experience since 1979, specializing in asset allocation and manager selection. He holds the Certified Investment Management Analyst (CIMA) designation and graduated from St. Ambrose College in 1976.
Ross Stanforth
Vice President
Ross Stanforth brings 15+ years of investment consulting experience since joining in 2009. He holds FINRA Series 65 licenses and CIMA certification, focusing on retirement plan consulting and manager due diligence.
Questions
What types of clients do you serve?
We work with corporations, retirement plans, government entities, endowments, foundations, and affluent individuals nationwide.
How are your services compensated?
We operate with complete independence and do not accept commissions or free trades from money managers.
What investment expertise do you offer?
Our expertise includes asset allocation, manager selection, performance measurement, and fiduciary guidance across 39,000+ managed investments.
How long have you been in business?
We've provided independent investment consulting services since 1990 with over 30 years of combined team experience.
What educational resources do you provide?
We offer quarterly newsletters, 401(k) updates, and customized trustee education programs to keep clients informed.
How do you ensure client focus?
We maintain no financial affiliations and base all recommendations solely on client needs and objectives.
