Berla Investment Consulting is organized to provide a full range of investment consulting services relating to the investment management of employee benefit plan assets (corporate and public pension funds, Taft-Hartley funds and 401k funds). The firm also offers its services to foundations, endowments, corporate funds, insurance companies and wealthy individuals.

Services include:

  • Development of Client Investment Objectives / Policy, Including Evaluation and Recommendations Related to:
    • Asset Allocation
    • Diversification
    • Risk
    • Fees/Expenses
    • Tax Efficient Investing
    • Investment Managers, Mutual Funds, ETFs, etc
    • Style (e.g. Growth vs Value)
    • Capitalization
    • Fixed Income Maturity/Duration
    • Liquidity
    • Income
  • Assist in Investment Manager Search / Selection
  • Performance Measurement and Evaluation
  • Special Investment Consulting Projects