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 our defined contribution consulting services:

• Why Choose A Consultant For A Defined Contribution Plan?
  
  
• Investment Counsel Services
  
  
• Plan Sponsor Consulting Services
  

Defined Contribution Services

The Gray & Company Defined Contribution Consulting Practice is the division of Gray & Company which provides independent and customized investment counsel and consulting services to defined contribution retirement Plan Sponsors. 

Our Investment Counsel Services include:

• Creation and monitoring of Investment Policy Statements
• Fund menu design including asset class identification, fund analysis and selection
• Fund manager search/replacement due diligence (when appropriate)
• On-going fund due diligence and quarterly investment reports

Our Plan Sponsor Consulting Services include:

• Assistance with plan design
• Provider search assistance including RFP construction, vendor screening and selection
• Participant communication
• Trustee education