Board/Staff/Trustee Education

Investment research and client education is a significant component of our work as consultants. We believe that our clients are well served by investment staff involved in intensive investment research. Our meetings with clients are interactive, rather than simply presentations of prepared materials. It is, therefore, important that consultants and investment analysts have the knowledge necessary to inform and educate.

Client education occurs in a variety of ways:

  • Client Conferences
  • Investment Retreats
  • Quarterly Meetings
  • Research Papers
  • Interim Memos on Significant Events
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