The experienced, independent consultants of BilkeyKatz bring a unique approach to investment committees and management staffs responsible for investment plans at foundations, endowments, defined benefit retirement plans, defined contribution plans, family offices, and health care organizations.

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We believe clients like these are best served by the applied expertise and steady hand of an objective, experienced adviser who is totally focused on providing informed investment decisions.

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We help to establish solid investment programs that have a long-term horizon with intermediate term adaptability. Our process seeks to avoid chasing returns while recognizing market cycle opportunities.

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We provide the full range of investment consulting services from asset allocation and investment policy development, to asset/liability modeling, spending policy analysis, investment manager selection and evaluation, and performance monitoring.

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BilkeyKatz has relationships primarily with institutional clients overseeing combined assets valued from $20 million to $1 billion. BilkeyKatz is a registered investment adviser under the Investment Advisers Act of 1940*.

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*Registration as an investment adviser does not imply a certain level of skill or training.