Administration May 10, 2005

Clark Acquires Chicago Investment Consulting Firm

October 5, 2005 (PLANSPONSOR.com) - Stratford Advisory Group, a Chicago-based investment consulting firm, has been acquired by Clark Consulting, Inc.
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A news release said that the transaction, which closed Wednesday, will merge the investment consulting practices of Stratford and Clark, creating a combined entity with more than $24 billion in assets under advisement.

The three Stratford principals will be senior vice presidents at Clark.   All Stratford employees will become employees of Clark’s Investment Consulting Group.

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Clark’s Investment Consulting Group will provide the following investment consulting services:

  • investment strategy and policy development
  • asset allocation and liability analysis
  • investment manager selection and evaluation
  • socially responsible portfolio construction
  • performance measurement and evaluation
  • transaction cost analysis
  • DC Plan investment structure review
  • employee investment communications
  • 401(k) fee evaluation
  • proxy voting analysis.

Additional information is at http://www.clarkconsulting.com .

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