Consequent Capital Management offers consulting services to defined contribution and defined benefit plans, university endowment funds, and other institutional clients. These services include evaluating investment policy guidelines, providing trustee education, assisting with investment policy preparation, performing due diligence on investment professionals, monitoring investment performance, and reviewing custodian statements. Consequent also offers Manager of Managers and Outsourced CIO Program services on a discretionary basis.
Assets Under Management$640M
Clients10
AdvisorsN/A
Avg. per Client$64M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.