What we can do to help
We translate perspective into pragmatism and aspiration into execution by combining our strategic foresight with the experience of frontline teams across the
investment fiduciary community.
Roland|Criss Investment Research Makes a Difference
Independence. Focus. Integrity.
Free from third-party arrangements that compromise many investment consultants, Roland|Criss is different. A singular focus on retirement and pension plans has forged our strong investment fiduciary risk management expertise.
Our perspective is unusual.
Ask us about how we’re different.
Advisory
Assessment
Improving decision-making results
Our investment risk assessment is designed to help committees gain a thorough view of their investment decisions, while identifying opportunities for improvement against professional investor fiduciary standards.
Assurance
Building confidence and
assuring prudence
assuring prudence
Our principles-based approach increases a fiduciary team’s confidence whether the stakeholders include an enterprise’s employees or are donors to a foundation.
Our firm’s focus is serving institutional clients in major industry sectors. We evaluate their current investment complexes, recommend and implement risk management changes where needed.
Investment committees should have a periodic professional review of the sources on whom they rely. That includes committees that manage the decision making process on their own, but also includes committees that use an outside advisor. Roland|Criss specializes in second opinions.