Services

InvestSense, LLC, is a fiduciary risk management counsel that provides research and informational services to investment fiduciaries such as pension plans, trustees, non-profit organizations, and other investment fiduciaries. InvestSense focuses on providing information on topics such as wealth management, plan design, and risk magement to help investment fiducairies create and maintain plans and accounts that are and remain legally compliant with all applicable laws, regulations, and standards.

  • Forensic Investment/Risk Management Consulting – InvestSense does not manage investment portfolios or provide investment advice. InvestSense investment analyses simply provide conmsulting with regarrd to compliance issues based upon the fiduciary prudence standards established under ERISA, applicable regulations, and/or the Restatement (Third) of Trusts.
  • Fiduciary Oversight Services – ongoing review of fiduciary management of fiduciary plans and/or fiduciary accounts to ensure that such plans and/or accounts remain compliant with ERISA, applicable regulations, and/or the Restatement (Third) of Trusts.

  • Educational Seminar Services – presentation of seminars for pension plans, profit and nonprofit corporations, civic groups, charitable organizations, financial planning and financial services organizations, and other groups, covering such topics as wealth management wealth preservation, retirement planning, asset allocation, and risk assessment/management.
  • Forensic Litigation Support Services – preparation of fiducairy prudence analyses evalaitiong the cost-efficiency of a plan’s invesment options based on the Active Management Value RatioTM metric.