Traditional Consulting is recommended for client firms that have existing rigorous investment committees, where there is a good understanding of their circumstances, goals, and investment processes.  This is typically the preferred solution where there is already high familiarity with the available products, solutions, and/or strategies, and where the client firm prefers to take a "hands-on" approach.  

 

Consulting engagements at Branch Global can be quite flexible.   While we always aspire to have an intimate, complete understanding of our client firms' goals and needs, our traditional non-discretionary consulting solution can be used to examine or address allocation issues, to review/search for higher performing managers that better suit stated objectives, to target specific asset classes, to most efficiently and effectively meet diversity goals, or simply to bring another layer of choice to bear in the process.  A few of the specific areas of expertise that our clients specifically value include:

 

• Macro stratagy

• Asset Allocation

• Performance Review

• Manager Research and Introduction