1. Reprinted with permission from–
November 30, 2009 PIonline.com
®
THE INTERNATIONAL NEWSPAPER OF MONEY MANAGEMENT
SPECIAL REPORT
CONSULTANTS
All Seasons Investment Services provided (Y/N):
Managed account program: Y
Advisors Inc.
Top 25 consultants by Money management products: N
Investment outsourcing: Y
total number of searches CEO - Thomas Bowen Frost
Advice provided on:
For the 12 months ended June 30. 525 B St., 15th Floor, San Diego, CA 92101;
phone: 858-220-1505; fax: 801-340-7108; U.S. investments
www.expertplan.com/allseasons.jsp International investments
Global investments
Rank Consultant Searches Real estate
401(k) design/implementation
1 Prime, Buchholz 1,351 ASSETS UNDER ADVISEMENT Socially responsible mandates
2 Mercer Investment Consulting 733 (U.S. millions) Custody
Worldwide: $11
3 Watson Wyatt Investment 705 Searches offered:
Retainer clients: $11
4 Innovest Portfolio Solutions 640 Custodian/master trustee
Worldwide institutional: $10
DC service provider
5 Newport Group 506 U.S. institutional tax-exempt: $10 Domestic equity manager
6 NEPC 464 Defined contribution: $10 Domestic fixed-income manager
Emerging manager
7 Marco Consulting Group 395 SERVICES PROVIDED Emerging markets equity manager
8 Aon Investment Consulting 337 Asset allocation development Emerging markets debt manager
Money manager search/selection Global equity manager
9 Institutional Inv. Consulting 281 Investment policy development Global/international fixed-income manager
10 Plan Sponsor Advisors 263 DC plan advice Mutual fund
Due diligence Real estate manager
11 All Seasons Investment 224 Employee benefit consulting Record keeper
12 Colonial Consulting 210 Plan participant communication Responsible investment manager
Employee education Stable value manager
13 PFE Group 210
Fee negotiation Target-date fund
14 FiduciaryVest 208 Contract negotiation Third-party administrator
Performance measurement/reporting Transition manager
15 SageView Advisory 193
Performance attribution analysis
16 Equitas Capital Advisors 182 Portfolio optimization PROFESSIONAL CONSULTANTS: 1
Quantitative analysis
17 Callan Associates 181
Custom research % OF FEES PAID IN:
18 LCG Associates 158 Fiduciary review Hard dollars: 52%
19 Stratford Advisory Group 139
Strategic planning advice Soft dollars: 48%
20 Alpha Investment Consulting 129
21 Ellwood Associates 119 Areas of special expertise: 401(k) consulting, purchasing, branding and identity, employee commu-
nications, employer communications, regulatory compliance and investment advisory services.
22 Wurts & Associates 113
Revenue for the firm comes from the following: 90% from investment management consulting
23 Segal Advisors 112 services for employee benefit plans, endowments or foundations; 3% from other consulting
clients; 7% from other services.
24 Bogdahn Group 107
The firm subscribes to the following investment manager databases: Zephyr Style Advisor, MPI.
25 Fund Evaluation Group 95
Total 8,055 DC plan contact: Thomas Bowen Frost
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