Investment Analytics Inc.

Independent investment consulting since 1985

Investment Analytics Inc. an independent consulting firm and member of the Investment Management Consultants Association Inc., was formed to provide analytic services to those responsible for complex investment programs. Our process is designed to enable those fiduciaries to increase risk-adjusted performance over the long-term.

Designing, Evaluating and Monitoring your Investment Program 

Dedicated to investment program success.

Investment Analytics Inc. follows a disciplined process that creates a strong foundation for investment management. The process also demands the completion of fiduciary tasks on a defined timeline.

Our responsibility is to design the investment program in accordance with the particular goals of the organization. Our process makes meeting goals more likely. It is not a boiler plate approach.

We are top-down oriented but perceive investment management as fluid and continuous. This requires a proactive approach of constant analysis and adjustment. 

Our clients rely on our professional guidance in navigating through a maze of investment choices and legal requirements. We are known for our very successful counsel during the especially troubling markets in 2008, 2009, and 2022. Clients include some of the largest foundations and endowments in Western New York, inclusive of private family foundations, independent schools, religious organizations, and high net worth families. We maintain continuous communication with clients, and report each quarter if not more often. 


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