Complete Investment Consulting Services

Range of Services

Holbein Associates has been  providing investment consulting  services to  corporate funds, public  funds, endowments and foundations for over 20 years.

 

We provide services to our  clients as  independent investment advisors.  We do not  manage  money,  nor do we have  any financial relationship with any money  management   firms. This  independence assures  our   ability  to provide our  clients  with  unbiased,  objective  advice  on  all services we provide.

Our Range of Services Include:

  • Alternative Investment Search

  • Alternative Investment Due Diligence

  • Asset Allocation Strategies

  • Derivative Security Analysis

  • Development of Investment Policy

  • Fund Performance & Risk

  • Measurement

  • Efficient Frontier Analysis

  • Manager Fee Negotiation

  • Master Search (All Types)

  • Master Style Analysis

  • Manager Style Analysis

  • Master Trustee/Custodial Search

  • Performance Evaluation

  • Portfolio Analysis

  • Real Estate Search

  • Risk Tolerance Analysis

  • Special Consulting Projects

 

 

                                                                                                            

                                                                                                                                      2006 Holbein Associates, Inc.