Steve Deutsch CFA CFP FRM CAIA CTP SHRM SCP

Sole proprietor LLC conducts expert, high-impact, completely independent, confidential short-term insightful analyses and assignments for select corporations. Solely focused on heightening defined contribution and defined benefit plans, practices, and governance and Enterprise Risk Management (ERM).  Review 401(k) line-up for range of menu/performance/risk/expense/ESG/ and recommended modifications to make plan better appreciated as part of total compensation.  Upgrade investment committee and Board quarterly investment reports for effectiveness and accuracy, to improve oversight and decision-making.  Conduct diligence of investment manager and portfolio performance with attribution analysis of strategy, peer group comparison market and liquidity risk, and fees.