Alan D Biller & Associates Inc

Alan D Biller & Associates Inc is a Business Consultant in Menlo Park, CA, located at 535 Middlefield Rd #230. The firm provides independent and objective fiduciary investment consulting services to US institutional investors. Since 1982, it has operated as an employee-owned firm focused exclusively on investment consulting. It serves Taft-Hartley and multi-employer plans, public plans, defined contribution plans, non-profit and supplemental benefit funds, and corporate plans. The firm holds a rating of 5.00 based on customer reviews.

The firm acts in both traditional and discretionary capacities, including as an Outsourced CIO (OCIO). As a non-discretionary consultant, it advises on investment and asset allocation policies, conducts manager searches, negotiates manager contracts and fees, drafts account investment guidelines, monitors managers over time, provides comprehensive performance reporting, and provides client education. As a discretionary OCIO, it may also determine investment and asset allocation policies, rebalance portfolios, appoint, retain and remove managers, and execute contracts and agreements. The firm receives revenue only from its clients and has no sponsored investment products nor does it engage in self-dealing. It is registered with the SEC and accepts fiduciary responsibility for all retainer clients.

Alan Biller founded the firm in 1982 to provide strategic investment consulting services to US institutional investors. The firm has grown steadily through referrals from clients and vendors. In 1983, the NYSE Chairman and CFO at Met Life retained Alan Biller as consultant, and SRI International retained the firm to review one of the largest union defined benefit plans in the nation. The firm moved to its current offices in Menlo Park, CA, in 2004. It set up a dedicated Research Department in 2005 and began offering discretionary services as an outsourced CIO in 2006. In 2022, ownership was broadened to eleven people, with Jennifer Newell named CEO and Asad Ali named President.

The firm is known for its positive rating from the customers who have reviewed it. It is one of the largest discretionary consultants in the United States. Its strengths include a targeted focus, talented staff, analytical acumen, and objective independence. The firm is adept at helping clients clarify their decision-making by applying its expertise to novel and difficult problems.

Alan D Biller & Associates Inc combines decades of institutional investment consulting experience with a fiduciary commitment to help clients in Menlo Park and across the US meet their investment objectives.

The firm is situated on Middlefield Road, approximately a tenth of a mile from the Stanford School of Medicine and a few steps from the intersection with Ravenswood Avenue.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, which ensures the website clearly answers customer questions and provides content that AI assistants can quote directly. The business also received a Performance score of 97 out of 100, reflecting fast website loading speeds that keep visitors engaged and support search engine rankings.