Investment Consulting

Investment consultants with conviction

Institutional investors require investment consultants who provide clear, customized recommendations and candid feedback.

We take pride in our independent views and are not afraid to defy convention for the sake of the health and livelihood of the organizations we serve.

We serve our clients as independent fiduciaries across a broad range of roles and capacities, from general advisor to specialty consultant.  Meketa provides creative investment solutions in the areas of:

  • Investment policy development
  • Asset allocation—strategic or tactical
  • Asset liability management
  • Investment and operational due diligence
  • Manager selection and monitoring
  • Performance reporting and monitoring
  • Board and staff education
  • Governance and best practices
  • Operations
  • Capital markets and global economic research

Our client-centric service model allows us to advance the goals of our clients through a responsive, customized, and collaborative approach.

We are committed to fostering continuous communication across all departments.  Every recommendation, opinion, or report is constructed utilizing the full breadth and depth of our firm’s expertise.

Customization requires personal attention. We take the time to familiarize ourselves with our clients’ cultures, investment processes, expectations, and concerns. This allows us to create portfolios for our clients that reflect their needs and have the greatest impact on their future success.

Mika Malone, Managing Principal / Consultant