Providing objective institutional investment advice and fiduciary solutions.

Investment Consulting Services

SHDR Investment Advisers (SHDR-IA) provides investment consulting services for retirement plan sponsors and foundations and endowments in both the corporate and public sectors. We conduct proprietary research on all portfolio managers we recommend,
whether mutual funds, comingled funds or separate accounts. We also advise clients on fiduciary responsibility and accept
cofiduciary status in writing.

Services Offered 

We provide the following services for institutional investors:

  • Investment Consulting
  • Asset Liability Modeling
  • Asset Spending Analysis
  • Fiduciary Reviews
  • Investment Management Search and Selection
  • Plan and Investment Expense Analysis
Choosing an Adviser 
Choosing an Adviser

See how SHDR-IA stacks up to DOL and SEC guidance.

Go Now