Investment Consulting

Investment Consulting in a Changing Marketplace

The investment consulting landscape is evolving rapidly. As baby boomers enter retirement and millennials dominate the marketplace, investor demands are shifting toward transparency, immediacy, and personalized solutions.

Emerging technologies such as AI, machine learning, and digital platforms are reshaping the financial industry. New regulations and the rise of individual investors add complexity, making it essential to stay ahead through innovative strategies and robust risk management.

At McPherson Finance & Investments, we specialize in delivering tailored consulting solutions that provide long-term value while maintaining the highest quality standards.

marketing analysis

business innovation

finance strategy

We are Always Ready to Assist Our Clients

developing financial processes and procedures

Our Investment Consulting Services

1. Customized Investment Policies

We help clients establish investment guidelines and policies tailored to their specific objectives, including socially responsible investing (SRI).

2. Asset Allocation & Modeling

Our team develops asset allocation models that balance risk and return to meet your long-term financial goals.

3. Manager Selection & Monitoring

We conduct thorough investment manager searches, assisting in selecting professionals that align with your financial and social objectives. Ongoing monitoring includes:

- Quarterly performance reports
- Semi-annual compliance audits with SRI guidelines
- Annual program cost reviews

4. Performance Reporting

McPherson provides unique reporting that includes:

- Absolute and relative performance comparisons for each manager and the overall investment program.
- Insights to ensure clients remain on track to achieve their objectives.

Business Planning & Strategy

At McPherson, we leverage decades of experience to empower our clients. Whether you’re managing $250,000 or $200 million in assets, our proven approach ensures your financial objectives are met with precision and care.

Contact us today to learn how we can help you navigate the complexities of the modern investment landscape.