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Founded in 2001, Bellwether Consulting is an investment consulting firm for institutional investors. Whether for an ongoing strategic partnership or a small project, we craft specific solutions for our clients that are analytically-sound, cost-effective, and administratively-efficient.

Market Recap

The Market Recap is a 6-8 page quarterly publication covering general economic and market conditions.

Recent Issues

  1. 3Q 2024 | Recordkeeper Monitoring
  2. 2Q 2024 | A Matter of Fact Sheets
  3. 1Q 2024 | Revenge of the Defined Benefits
  4. 4Q 2023 | Financial Security Under 30

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