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Southeastern Advisory Services

Twelve Piedmont Center, Ste 202. 3495 Piedmont Rd., NE. Atlanta, GA 30305. Our firm provides performance measurement and related investment consulting services in a conflict-free business model. We assist public funds, corporations, endowments, foundations, and high-net worth families in meeting their investment objectives. We deliver customized investment solutions to each client through rigorous research, industry-leading tools and tireless attention to detail. Consulting Tools. Experience You Can Trust.

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Southeastern Advisory

John Small

12 Pie●●●●●●Center

At●●ta , Georgia, 30305

United States

404●●●156

js●●●●@seadvisory.com

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Southeastern Advisory

John Small

12 Pie●●●●●●Center

At●●ta , Georgia, 30305

United States

404●●●156

js●●●●@seadvisory.com

View this contact

Southeastern Advisory

John Small

12 Pie●●●●●●Center

At●●ta , Georgia, 30305

United States

404●●●156

js●●●●@seadvisory.com

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Southeastern Advisory Services | seadvisory.com Reviews

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Twelve Piedmont Center, Ste 202. 3495 Piedmont Rd., NE. Atlanta, GA 30305. Our firm provides performance measurement and related investment consulting services in a conflict-free business model. We assist public funds, corporations, endowments, foundations, and high-net worth families in meeting their investment objectives. We deliver customized investment solutions to each client through rigorous research, industry-leading tools and tireless attention to detail. Consulting Tools. Experience You Can Trust.

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3 jsmall@seadvisory com

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7 performance evaluation

8 investment policy

9 manager search

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Southeastern Advisory Services | seadvisory.com Reviews

https://seadvisory.com

Twelve Piedmont Center, Ste 202. 3495 Piedmont Rd., NE. Atlanta, GA 30305. Our firm provides performance measurement and related investment consulting services in a conflict-free business model. We assist public funds, corporations, endowments, foundations, and high-net worth families in meeting their investment objectives. We deliver customized investment solutions to each client through rigorous research, industry-leading tools and tireless attention to detail. Consulting Tools. Experience You Can Trust.

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seadvisory.com

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Southeast Advisory Services

http://www.seadvisory.com/team.html

Consultants to $4 billion in client assets. Registered with the SEC under the investment Advisors Act of 1940. Member of the Wilshire Cooperative(c). Independent advice and unbiased analysis. Client to Consultant ratio 10:1. JOHN L. SMALL, CFA. TODD K. BORTON, CFA. WALLACE W. WILSON, FSA. JEFFREY D. SWANSON. John resides in Atlanta, GA. Todd resides in Winston-Salem, NC. During her career, Hilda has been involved in the development of proprietary software used for maintaining investment performance data ...

2

Southeastern Advisory Services

http://www.seadvisory.com/index.html

Twelve Piedmont Center, Ste 202. 3495 Piedmont Rd., NE. Atlanta, GA 30305. Our firm provides performance measurement and related investment consulting services in a conflict-free business model. We assist public funds, corporations, endowments, foundations, and high-net worth families in meeting their investment objectives. We deliver customized investment solutions to each client through rigorous research, industry-leading tools and tireless attention to detail. Consulting Tools. Experience You Can Trust.

3

Southeast Advisory Services

http://www.seadvisory.com/tools.html

Database is the industry’s most in-depth data source. It is populated with information on over 9,000 investment products spanning the full range of asset classes and investment styles. Database has over 25,000 mutual fund managers across all styles and asset categories. The data comes from the investment management firms reporting to the databases. The Wilshire Cooperative provides an advanced performance measurement and attribution reporting system to participating firms.

4

Southeast Advisory Services

http://www.seadvisory.com/eval.html

We believe that in order to make the best decisions, you must have timely and accurate information. To this end, we strive to develop the best tools to evaluate incumbent managers and to guide clients to the most profitable path forward. There are several areas of our services that are unique:. It causes a performance issue. Unique to our evaluation, we analyze and report on:. The portfolio’s sector weightings -v- benchmark weightings. The portfolio’s sector performance -v- benchmark’s sector performance.

5

Southeast Advisory Services

http://www.seadvisory.com/policy.html

Research shows that the majority of investment return comes from correct asset allocation. As such, asset allocation recommendations are one of the most important roles of the consultant. Our portfolio construction and modeling process includes both historical and forward-looking forecasting. An appropriate asset allocation framework is the starting point for both achieving your objectives and capital preservation. Establishing appropriate liability and investment related assumption.

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Pompano Beach General Employees Retirement System. History of the plan. Under Florida law, e-mail addresses are public records. If you do not want your e-mail address released in response to a public-records request, do not send electronic mail to this entity. Instead, contact this office by phone or in writing. Madelene L. Klein. Website links included. opens in new window). Ronald J. Cohen. Brent J. Chudachek. Rice Pugatch Robinson Storfer and Cohen PLLC. Fort Lauderdale, Florida. Jeffrey Swanson, CIMA.

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Provider of Pension Actuarial Services. Donald A. DuLaney, Actuary. Fifth Third Global Securities Services. Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio. The Company operates in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Pennsylvania, Missouri, Georgia and North Carolina. Investor information and press releases can be viewed at www.53.com. For over 60 years, Goldstein Schechter Koch has been South Florida's most tru...

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Provider of Pension Actuarial Services. Donald A. DuLaney, Actuary. Fifth Third Global Securities Services. Fifth Third Bancorp is a diversified financial services company headquartered in Cincinnati, Ohio. The Company operates in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Pennsylvania, Missouri, Georgia and North Carolina. Investor information and press releases can be viewed at www.53.com. For over 60 years, Goldstein Schechter Koch has been South Florida's most tru...

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seadvisory.com

Southeastern Advisory Services

Twelve Piedmont Center, Ste 202. 3495 Piedmont Rd., NE. Atlanta, GA 30305. Our firm provides performance measurement and related investment consulting services in a conflict-free business model. We assist public funds, corporations, endowments, foundations, and high-net worth families in meeting their investment objectives. We deliver customized investment solutions to each client through rigorous research, industry-leading tools and tireless attention to detail. Consulting Tools. Experience You Can Trust.

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