Aileron Services

Services

Aileron LTD is dedicated to helping our clients achieve investment success.

Summary of Services:

  • Liability and need review for each plan
  • Develop and continuous refinement of investment program(s)
  • Asset allocation studies (risk and return profile)
  • Develop and continuous review of investment guidelines
  • Investment manager screening and due diligence
  • Investment performance reporting and monitoring towards the plan(s) objectives
  • Continual investment manager peer universe review
  • Liquidity and cash management review
  • Custodial review
  • Continual independent review of total plan(s) progress towards goals
  • Special projects
Investment consulting services are provided through Aileron LTD, a federally registered SEC investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For a detailed discussion of Aileron LTD and its investment advisory fees, see the firm’s Form ADV on file with the SEC at www.adviserinfo.sec.gov