Experience and Resources
As an institutional investment consulting firm, Bidart & Ross was established to provide investment solutions that are customized to meet the particular needs of the institutional investors, including qualified retirement plan sponsors, trustees of an endowments and foundations, and family office fiduciaries.
Over the last 20 years, Bidart & Ross has developed a number of core consulting competencies that have allowed our clients to be innovative and proactive in their approach to portfolio construction, manager selection and termination, as well as the portfolio design. We consistently invest in industry-leading analytical tools and technology to enhance our research capabilities and productivity while maintaining a high level of integrity and a strong reputation within our industry.
Services
Bidart & Ross provides a comprehensive menu of consulting services for qualified plan sponsors, endowment/foundation trustees and family offices. The services are designed to provide the resources that clients need to make prudent investment-related decisions. Our services include but are not limited to:
- Investment and spending policy design
- Asset allocation analysis
- Portfolio construction
- Investment manager searches
- Recordkeeping service provider searches
- Performance reporting
- Fee benchmarking and cost controls
- Designing a 401(k) Investment Menu
- Custom communications for boards and employees.
Customized Client Service
Every aspect of your relationship with Bidart & Ross is tailored to provide your organization the information it needs to successfully manage your invested assets. We begin by conducting thorough due diligence into your company or foundation’s goals. How much do you want to grow? What’s an acceptable loss? What is the appetite for risk? Are certain investments favored or strictly prohibited? With this key information we develop an Investment Policy Statement that guides near and long-term decision-making. Reports and information developed around the IPS are written so that every member of the fiduciary committee understands the portfolio’s performance, risks and opportunities. A Bidart & Ross consultant then personally presents the findings to the committee and key participants, answers questions and provides personal observations based upon a combined 65 years of investment experience and industry expertise.
Client-to-Consultant Ratio
As a fully independent firm (we are not affiliated with brokerages, banks or fund companies), Bidart and Ross focuses on client retention and growth through investment performance, not high driven sales approaches and asset gathering. We are mindful of the most effective client threshold and strive to maintain a 20-client-per-principal cap in order to ensure individual attention. This allows each principal to focus his or her entire expertise on your portfolio and its numerous demands. We are sensitive to the fact that each of our current clients must have ready access to their consultant at all times. It’s a primary reason our clients remain our clients. If you are currently involved in the vetting process, ask the candidates if they limit the number of clients per principal. Furthermore, determine if you’ll be working with a principal throughout your relationship. You’ll gain much insight into a consultancy’s priorities with the answer to these two questions.