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Raising the Bar for Investment Consulting
It is no coincidence that Alan
Biller and Associates is known nationwide for
providing the highest level of ongoing investment
consulting and strategic advice. Our range
of services, knowledgeable staff, experience
working with boards and their support teams,
and dedication to helping clients make the best
informed decisions ensures our clients receive
the finest possible service.
We are also adept at solving
novel and difficult problems related to investment
consulting due to our team’s
deep and broad experience with all asset classes,
including, but not limited to:
- Domestic and foreign equities (active, index,
enhanced index, and synthetic portfolios)
- Domestic and foreign fixed income, including
design of $6+ billion dedications, derivatives,
and synthetic portfolios
- Real estate (equity, mortgage, core, and opportunistic)
- Private equity (venture and buyout)
- Hedge funds and market-neutral accounts, including
design of multibillion dollar portfolios
- Group annuities, including negotiation of an
$8 billion contract
- Terminal funding arrangements
- Commodities and agricultural land
- Tactical asset allocation (both domestic and
foreign)
- Infrastructure
We offer full-service investment consulting to a wide range of clients, including
single- and multi- employer plans, corporations, endowments, foundations, and
private wealth clients. In fact, we are the largest consultant to multi-employer
and Taft-Hartley plans in the Western United States.
All of our clients—regardless of size—receive the
same attention to detail, along with services tailored
to their specific needs, which can include:
- Portfolio rebalancing
- Ongoing advice
- Proxy
voting
- Commission recapture
- Client education
- Discretionary investment management
- Expert witness
- Trustee
- Manager fee and contract negotiation
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