Independent Investment Research & Advice
for Institutional Fund Sponsors

Slocum provides independent investment advice and analysis to over 100 institutions. Our mission is to help our clients be more effective and efficient stewards of their funds by using all the diligence, creativity, and careful consideration we can muster to address with integrity their information needs, investment challenges and opportunities.

Our clients are foundations and endowments, hospitals and healthcare organizations, corporations, insurance companies, public funds, family offices, family trusts, religious organizations, and Taft-Hartley plans. Beyond just the usual line-up of investment consulting services, we proactively provide our clients with the information, analyses, and clear advice they need to make the best possible decisions about their investments.

Our website is designed to offer you the information you are seeking without requiring navigation through countless links and windows. For further information, just click on one of the three tabs above (Institutional Investors, Investment Managers, About Slocum).

Please call us or e-mail us if you have any questions or need any further information.