Gray & Company's Investment Management Consulting Team can help you gain a considerable advantage in today's complex financial markets. Our staff offers extensive knowledge and expertise in the Investment Management Consulting arena. We share a common goal with each of our clients--- to increase the performance of the investment fund. In order to achieve this, we provide several value added services.

Click on each of the links below to learn more about each of our services:

• Statement of Investment Policy and Objectives
  
  
• Development of Appropriate Asset Allocation
  
  
• Identification and Selection of Professional Investment Managers
  
  
• Quarterly Investment Performance Measurement and Analysis

Client Service

Client Service is the trademark of Gray & Company. The timely communication of information is the cornerstone of our service.

In addition to the statements you receive from your asset manager, Gray & Company provides you with a quarterly review comparing your account performance against any of numerous available indices, such as the S&P 500 and the Lehman Brothers Bond Index, as well as an extensive database of comparable portfolios.

Asset Managers are reviewed continuously to determine the quality of their performance versus your stated objectives and guidelines. Gray & Company will also keep you apprised of other investment managers meeting your selection criteria.

In addition to providing an objective process for selecting a suitable investment advisor(s), Gray & Company enhances the quality of asset management by continually monitoring your portfolio and your managers. We regularly communicate with you, keeping you informed of your portfolio’s performance.

Gray & Company continues to direct its resources toward client support and satisfaction. This vital focus serves to ensure every client that Gray & Company is committed to providing the very best in Investment Management Consulting.

The Gray & Company family looks forward to assisting each client solve its investment needs. The firm is committed to remain on the cutting edge of our industry while creating an environment of mutual respect and confidence among its clients and competitors.