Our Services
Through his career in financial services, Bill Marra has developed extensive experience and expertise across a wide range of investment consulting services, including the following:
• Asset allocation determination
• Investment policy construction and implementation
• Investment manager selection and portfolio analysis and monitoring.
Mr. Marra has applied that expertise to various types of clients including corporations, hospitals, public funds and union/Taft-Hartley plans. Further, he has worked with various types of plans, such as defined benefit and defined contribution funds. As an analyst and consultant with investment consulting firms, he has conducted due diligence reviews and performed investment manager searches for practically every investable asset class.