Wurts & Associates
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Wurts & Associates » Services Offered
Asset allocation development Asset-liability modeling Money manager search/selection Investment policy development DC plan advice Alternative investment advice Due diligence Fee negotiation Contract negotiation Liability analysis Liquidity evaluation Performance measurement/reporting Performance attribution analysis Portfolio optimization Quantitative analysis Trading cost analysis Custom research Fiduciary review Strategic planning advice Risk analysis
U.S. investments International investments Global investments Real estate Private equity Venture capital Hedge funds Portable alpha 401(k) design/implementation 130/30 investing Liability-driven investing Socially responsible mandate Custody Securities lending Infrastructure Stable value
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