Welcome to InvestingByNumbers!

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InvestingByNumbers provides consulting services to investment fiduciaries and other institutional clients related to the investment decision-making process.

Does your organization you have an investment policy statement? If so, is it reviewed and ratified on a regular basis? Do you have a conflict of interest policy in place for investment committee members? Do your investment committee minutes provide adequate evidence and support of investment committee decision?

InvestingByNumbers can help you make sure your investment committee is following industry best practices and that you are fulfilling your fiduciary responsibilities.  We help clients create, implement, and monitor a well-managed investment program.

InvestingByNumbers serves as an ongoing subject matter expert and provides guidance from an investment practitioner’s perspective.

Features

Evaluation of existing investment plan and processes
Recommended actions compliant with industry standards
Focus on the practical application of investment principles

Benefits

Repeatable investment process
Better investment decisions
Reduction of fiduciary risk
Increased probability of achieving investment goals

HOW CAN WE HELP?  ASK YOUR QUESTION HERE

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