
51 - 200 employees
Founded 1982
💸 Finance
💼 Consulting
🤝 B2B
Finance • Consulting • B2B
Alan Biller and Associates is an employee-owned, SEC-registered investment consulting firm founded in 1982 that provides independent, fiduciary investment consulting and OCIO (outsourced CIO) services to U. S. institutional investors. The firm focuses exclusively on institutional investment consulting and offers non-discretionary advice—such as asset allocation guidance, manager searches, contract negotiation, manager monitoring, performance reporting, and client education—as well as discretionary OCIO services that can include implementing allocations, rebalancing, appointing and removing managers, and executing contracts. Typical clients include Taft–Hartley/multi-employer plans, public plans, defined contribution plans, non-profits, and corporate plans; the firm states it is compensated only by client fees and avoids conflicts by not selling sponsored investment products.
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🕒 October 22
OCIO paralegal coordinating private-market investment documentation, fund subscriptions, and legal operations. Supporting fiduciary consulting firm serving employee benefit plans and institutional investors.