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Working closely with private and public pension
plans, hospitals and foundations by providing a
full range of asset consulting services:
Establishment of investment policy guidelines,
Development of assets classes and allocations,
Quarterly performance evaluation of investment managers,
Monthly review of plan assets to insure compliance
with the investment policy guidelines, local ordinances
and Florida statutes, and
Investment manager and custodian bank search
activities.
Learn more about Thistle
Asset Consulting
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‘Order of the Thistle’ medal awarded
to my clients, the Board Trustees, for their loyalty
and perseverance in these difficult investment times.
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