About RAULIN INC.

RAULIN INC. is an independent fee-only investment consulting firm which is a Registered Investment Adviser with the SEC. Professional services are as follows:

Investment Consulting Practice

• Investment consulting on fiduciary policies, procedures and objectives.
• Performance measurement and monitoring of investment managers.
• Investment manager search and fee negotiation.
• Investment Policy Statements.
• Brokerage commission and execution analysis.
• Brokerage commission recapture programs.
• Custodial search services and fees analysis.
• Asset allocation studies.
• Asset liability modeling.

Guaranteed Contract Practice

• Guaranteed Investment Contract (GIC) consulting.
• Transfer of Defined Benefit Plan liability to an insurance company through a group Single Premium Annuity Contract (SPAC).
• Audit and renegotiation of non-negotiable group annuity contract provisions.

Search Practice

• Contribution Plans and 401(k) Plans.
• Self-directed Taft-Hartley Plans.
• 403(b) and 457 Plans.

Advisory Practice

• Professional investment managers serving individuals or organizations with smaller amounts of money (i.e., less than $5 million) to invest.
• Investment Policy Statements
• Monitoring managers’ performances.
• Investment Manager Services

What We’re Not

To avoid conflicts of interest, we do not manage money nor do we sell investment advice (research) to investment managers for the investment managers to make the “short list” when it is “manager search” time. We are not broker/dealers who direct the managers’ trades for the benefit of the investment consultant, and we do not have managers, or any other service providers, as clients of RAULIN INC.

Advantages of RAULIN INC.

• Independent. Fee-only. No conflicts of interest.
• Will be an ERISA co-fiduciary.
• Five consultants with more than 115 years of experience.
• Defined Benefit Plan experience. Worked with first Defined Benefit Plan in 1970.
• Defined Contribution Experience. Worked with first Defined Contribution Plan in 1972.
• State-of-the-art performance measurement database.
• • Wilshire.
  • Has more than 1,690 actual institutional plans with assets in excess of $730 billion.
  • Has more than 20,000 actual investment portfolios with 129 specific investment classes.
  • Compare to index and style peer group by return, risk and risk-adjusted basis.
  • Utilizes Standard & Poor’s for mutual fund universes with over 17,500 mutual funds.
• State-of-the-art-search-database.
• • Zephyr Style ADVISOR.
  • Has over 1,300 investment managers with over 5,500 different investment products covering over 92 different styles of investment management.
  • Utilizes Morningstar for mutual funds with over 17,500 mutual funds.
• State of the art asset allocation and asset liability modeling systems (Defined Benefit Plans).
• • Pro-Val.
• Our clients have our undivided loyalty and allegiance.