Services Overview

Wurts & Associates provides a full range of investment consulting services to institutional plan sponsors.

We strive to maintain an independent, unbiased approach to investment analysis and to offer our clients the most up-to-date research and procedures.

Traditional areas in which we regularly assist clients include:

• Investment Policy Statement
• Asset Allocation Studies
• Investment Manager Searches
• Performance Evaluation

Wurts & Associates also has considerable expertise in consulting to the following types of pension plans, which often require more specialized analysis:

• Defined Benefit
• Defined Contribution

Although we work with a broad variety of plan sponsor types, Wurts & Associates has extensive experience with plan sponsors with specialized needs, including:

• Foundations and Endowments
• Taft Hartley Plans