Defined Benefit Plans
Since inception, Robert Harrell Incorporated has advised both public and private Defined Benefit plans and has assisted those plans with all aspects of the investing process.
This includes:
- Acceptance of Fiduciary responsibility
- Management of Investment Managers
- Strategic Asset Allocation
- Four-Factor Manager Evaluation System
- Diversification and Sub-Sector Weighting within various Asset Classes
- Evaluation of Domestic International & Alternative Investment Management Organizations
- Investment Manager Selection
- Monitoring of Plan's Total Investment Porfolio
- Master Trustee & Custodian Analysis