Resources

Summit Strategies Group    
Investment Metrics    
National Advisory Council    


Summit Strategies Group    www.summitstrategies.com

» Ranked among the top 20 investment consulting firms nationally, Summit is a $140+ billion independent firm with 45 professionals.

» Founding member of the Independent Consultants Cooperative.

» Recognized by Cerulli Associates as a leading investment consultant in a study completed June, 2007.

» “Best in Class” award recipient for conflict-free consulting, PLANSPONSOR Magazine, 2004.

» Five Red "Lighthouses" (highest level) for Best in Industry rankings out of 9 categories in 2002 Client Satisfaction Survey of PLANSPONSOR Magazine.

  • Capital Markets Research:
    • Unique building-blocks approach for expected returns & risk
    • Exhaustive analysis of macro factors
    • Thoughtfully derived projections of return, risk & correlations
    • Monthly assessment and update of projections
  • Asset Allocation Tools:
    • Mean variance optimization
    • Monte-Carlo simulation
    • Models built upon proprietary projections
  • Manager Search/Evaluations:
    • Senior analysts with dedicated teams for each asset class
    • 800+ interviews annually applying rigorous due diligence process
    • Quantitative as well as qualitative factors
    • Clear, concise research reports for client review
    • Best in Breed managers across all asset classes


Investment Metrics   www.invmetrics.com

  • Former in-house technology solutions division of Rogerscasey, consultant to major pensions and endowments ranking among the top 15 firms worldwide
  • Universe of over 35,000 portfolios—$1.4 trillion—overseen by over 1,300 managers
  • Detailed performance analytics including attribution and portfolio diagnostics


National Advisory Council

Archstone Portfolio Solutions' advisory board is comprised of senior investment executives whose collective experience exceeds 125 years in every dimension of banking, finance, securities research, securities portfolio, hedge fund and real property management. These internationally prominent individuals provide guidance on investment strategies and opportunities, as well as management of the firm's business, and are an invaluable resource.