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