Asset Management and Management Advising
- Fiscal Oversight
- Asset Allocation Review
- Cash Flow Analysis and Management Advising
- Monthly Investment Report Oversight
- Due Diligence of Assets and Liabilities
- Oversight on Performance of Trust Investments
- Correspondence with Investment Managers and Trustee Banks
- Advising in Strategic Planning and Implementation of Investment Policies
- Advise and Inform of Legislative Developments in Retiree Health Industry
- Data Gathering for Actuarial, Financial, and Statistical Reports
- Establishing Bylaws, Policies and Procedures