There are both objective and subjective considerations when selecting an investment consultant for your organization.
Depth of experience in their field confers the benefit of the advisor’s previous experience and success.
Synergy in investment philosophies ensures greater success throughout the relationship.
Clearly stated performance expectations and well-understood role definitions promote a healthy relationship and shared success.
Comfort in working with the right consultant allows clients to focus on their substantive responsibilities and enjoy peace of mind.
Sample RFP Questions
FEG has assembled a detailed series of questions as a resource for organizations searching for an investment consulting firm.
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