Thistle Asset Consulting - Investment Monitor

Working closely with public pension plans 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.


  • http://www.thistleasset.com/
     
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