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
- Investment Policy Design and Review
- Strategic Asset Allocation
- Four-Factor Manager Evaluation System
- Diversification and Sub-Sector Weighting within Various Asset Classes
- Evaluation of Domestic International and Alternative Investment Management Organizations
- Investment Manager Selection
- Monitoring of Plan’s Total Investment Portfolio
- Master Trustee and Custodian Analysis
In 2000 RHI’s services expanded and now include Supervisory Investment Services. RHI will:
- Identify key Plan considerations such as future cash flows needs
- Develop and gain committee/trustee approval of asset allocation policies
- Accept discretionary responsibility
- Monitor the Plan’s total investment portfolio on a daily basis
Daily monitoring and the acceptance of discretionary responsibility are the key differences between Supervisory Investment Services and a traditional consulting model. RHI’s daily monitoring approach ensures proper oversight of a Plan’s investment program and timely, professional, and effective management of the Plan’s assets.