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Fund Evaluation Group

Fund Evaluation Group
LP CONSULTANT SERVICE
1988 FOUNDED
52 EMPLOYEES
1 SERVICED INVESTORS
Description

Fund Evaluation Group is an independent, employee-owned, full-service investment advisory firm providing services to universities, corporate retirement plans, financial institutions and financial advisers. The firm specializes in offering services in the areas of investment policy development, portfolio design, asset allocation, manager due diligence, plan monitoring and investment research. FEG is a provider of investment solutions driven by independent and insightful research, and an organization that serves communities both directly and by helping our clients fulfill their missions. The firm utilizes a multi-faceted approach to building custom solutions that help our clients meet their investment objectives. Their service model incorporates both discretionary and non-discretionary solutions, as well as a combination of both. Fund Evaluation Group was founded in 1988 and is headquartered in Cincinnati, United States.

Website
Year Founded
1988
Service Provider Type
LP Consultants
Primary Office
  • 201 East Fifth Street
  • Suite 1600
  • Cincinnati, OH 45202
  • United States

+1 (513) 000-0000
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Fund Evaluation Group Investment Preferences

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Fund Evaluation Group Subsidiaries (1)

Company Name Industry Location Founded
000 0000000 000000 Investment Advisor Cincinnati, OH
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Fund Evaluation Group Team (71)

Name Title Deals Office Contact
Info
Mary Bascom Chief Financial Officer Cincinnati, OH
Robert Jennings Chief Operating Officer Cincinnati, OH
David Center Managing Director of Institutional Services Cincinnati, OH
Gary Price Managing Director of Institutional Services Cincinnati, OH
Richard Grzymajlo Managing Director of Institutional Services Cincinnati, OH

20 Former Team Members

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Fund Evaluation Group Board Members (2)

Name Representing Role Since Contact
Info
Jonathan Hook Self Investment Advisory Board Member 000 0000
McCall Cravens Self Investment Advisory Board Member 000 0000