Investment Advisory

Studies show that as much as 90 percent of fund performance is directly attributable to asset mix. As a result, deciding your fund’s long-term asset mix and investment guidelines is the most important decision you will make as a fiduciary.

DeMarche provides objective, expert interpretation of complex investment data and workable recommendations. The result: We add value to your fund.

Our research-based approach, backed by our investment experience, provides tangible benefits that enable your fund to meet its goals.

Services Include:

Setting Investment Objectives And Guidelines

Asset Allocation And Asset/Liability Analysis

Manager Search And Selection

Defined Contribution Plan Provider Search

Performance Measurement And Evaluation

Master Custodian Search