Bellwether Consulting
 
 

Bellwether Consulting is an investment consulting firm for institutional investors.  Our clients look to us for insight on the financial markets, recommendations concerning investment decisions, and fiduciary oversight.

Welcome to our website!  Please use the yellow menu bar to navigate freely around the site, or start with one of these links:

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Services for specific types of investors, such as pension sponsors, defined contribution plan sponsors, endowment boards, and many others.

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General information on our investment process or services.

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Helpful resources for investors, including our market updates.

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Keith Hocter's book, Setting the Table, provides practical advice to investment decision-makers sponsoring 401(k) or other employee-directed plans.  Available directly from the publisher at xlibris.com.

 

Between the sovereign debt crisis in Europe and debt ceiling debate in Washington, August and September offered high drama for investors in anything but US Treasuries. In this quarter’s Market Recap we tally the damage and discuss the underlying causes.

Concluding a short series on “real asset” alternatives, this quarter’s Focus Article explores the most basic of them. Treasury Inflation Protected Securities (TIPS) are increasingly popular as stand-alone investment options for defined contribution plans; we provide a brief primer and discuss common management techniques.