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Related Information:

• Benefits and Compensation Group
• Investment Planning Group
• National Tax Group
• Substantive Policy Group

Investment Planning Group

The financial markets constantly present new opportunities. Ayco's investment analysts:

• Review the mutual funds selected for the Ayco List of Mutual Funds.
• Collaborate with Goldman Sachs' specialists and maintain Ayco's asset-allocation methodology used by counselors for clients' portfolios.
• Report on a broad range of investment opportunities, including no-load mutual funds and alternative investments.
• Publish The Quarterly Investment Report for clients and advisories and regular Special Situation Investment Reports on current investment topics for our counselors.