Samuel W. Halpern

Independent Fiduciary Services (IFS) provides three primary product/service lines of service including retainer investment consulting, operational review/fiduciary audit projects and fiduciary decision-making transactions. IFS structures and monitors institutional investment programs including: (1) analyzing and proposing asset allocations (2) controlling investment risk and expenses (3) selecting investment managers (4) measuring and evaluating investment returns (5) analyzing non-traditional investments including private equity, hedge funds and real estate and (6) instituting investment best practices and prudent procedures. Though not limited by sector, Independent Fiduciary Services tends to invest in the stocks of US small-cap and large-cap companies in the process industries, non-energy minerals and finance sectors.

Gallagher utilizes different methods of analysis and investment strategies. Their asset allocation and investment evaluation work span quantitative as well as qualitative considerations. They work with clients to establish a long-term, strategic asset allocation at the “total portfolio level” that is based on a deliberate and evaluative review of the client’s investment objectives, risk tolerance and other relevant information to form a sound foundation for the overall investment program and a road map for implementing investment strategies.

Functions as a College/University

Functions as a College/University