JW Investment Consulting - an independent professional consulting service that supports Accredited Investors and their decision-makers in solving investment problems to optimally achieve their financial goals and objectives.
Services- Project, Retainer or Fractional
Endowments, Foundations &
Religious Organizations
Confirm Proper Governance Procedures
Quarterly Investment Committee meetings
Engage Investment Committee in ongoing education
Review and Update Investment Policy Statement (IPS)
Analyze Asset Allocation
Corporate Retirement Plan Review
Analysis of total plan fees
Review of plan metrics
Adherence to DOL best practices
Plan participant education
Why Organizations Trust JW Investment Consulting
“Jim has been a fixture in the investment community for over 35 years. His knowledge was crucial as chairman of an endowment fund that was very important to the community and our family. He also did an exhaustive review of a retirement program of a school where I served on the board, and provided an intelligent and thoughtful course of action. In my role as CIO of an investment firm, I’ve seen Jim conduct the manager review process from a front seat. It was thorough, honest and fair.”
Patrick J. English, CFA
Executive Chairman & Co-Chief Investment Officer, Fiduciary Management, Inc.
“Jim has been a loyal supporter of the mission at Marquette High school for over 20 years. He took on the challenge of chairing the endowment fund investment committee and working on the Board of Directors from 2016-2022. As chair of the investment committee, Jim helped to navigate the investment committee through various market cycles and strategy changes. Jim’s approach was always to build consensus and garner input from everyone on the committee before arriving at any decisions.”
Rev. Michael J. Marco, S.J.
President, Marquette University High School
