The Eriksen Group, Inc. is a full-service investment consulting practice based in Birmingham, Michigan. We have been providing investment consulting services for traditional and alternative assets for over twenty years. We provide investment consulting services to clients that include Endowments and Foundations, Corporate and Public Defined Contribution 401(k) Plans, Corporate and Public Defined Benefit Pension Plans.

Our Services

• Develop Investment Objectives

We work with our clients in setting investment objectives which include defining cash flow needs, time horizon, risk and return framework, asset allocation mix and investment manager selection guidelines through investment policy statement(IPS).

•  Asset Allocation

Based on investment objectives we quantify return needs, risk tolerance level and select asset classes and asset rebalancing criterion which match those objectives. 

• Manager Search and Selection

We search large universe of mangers from independent databases which meets our quantitative and qualitative criterion and fits within asset allocation guidelines.  

• Performance Measurement and Evaluation

We do regular performance review and evaluation of investment managers to confirm that their fees, style, risk and return profile aligns with their respective benchmark and universe as well as our asset allocation and investment goals.  

• Portfolio monitoring and Rebalancing

We provide continuous performance monitoring, reporting and analytics for every client. Continuous monitoring helps in monitoring the portfolio risk characteristics, as well as risk-adjusted returns and determine the needs of portfolio rebalancing and investment manager change.

 Strengths of the Practice

• Independence - We are an independent, fee-based consultant, aligned soley with the interests of our clients.  We are not a money manager and do not look to broker your business.
• Experience - 20+ years of specific industry knowledge and experience of adding value by helping our clients put strategies in place to reduce their fiduciary liability while attempting to achieve superior returns.
• Demonstrated Value Added - Our disciplined, pro-active approach is designed to help you confidently meet your fiduciary obligations.
• We Value Your Business !  Our service model starts and ends with our clients needs and goals.  We believe the advantage of a small practice approach is the ability to provide a high-touch service experience.