Fund Evaluation Group (FEG) offers both discretionary and non-discretionary investment advisory services, primarily catering to institutional clients. FEG partners with these investors to create globally diversified portfolios aimed at enhancing investment returns. FEG's services include investment consulting, outsourced chief investment officer (OCIO) services, managed portfolios, and research services. FEG's parent company is owned by its employees through an employee stock ownership plan.
Fee Structure
FEG Investment Advisors offers investment management through its Outsourced Chief Investment Officer (OCIO) and Managed Portfolios services.
For Managed Portfolios clients using an independent financial intermediary, the management fee is 0.30% of the value of the investments. Clients using FEG as their advisor pay fees ranging from 1.15% to 0.55% of the value of the investments, including platform fees.
Fees for OCIO services range from 0.40% to 0.01% of the value of the investment assets and are subject to a minimum fee. Certain clients may engage in a flat fee arrangement.