Annette Bidart is a Senior Consultant at AndCo. She works extensively with Plan Sponsors, supporting their defined benefit, defined contribution, and nonqualified plans, and Trustees of foundations, endowments and Trusts by designing customized solutions in the areas of administration, fiduciary oversight, investment policy and design, asset allocation, investment fund line and mapping strategies, investment monitoring, evaluation, provider searches, and total plan cost analysis. .
Her responsibilities include optimizing investment portfolios, conducting investment manager due diligence reviews, evaluating and selecting investment managers, developing investment policy guidelines, rebalancing and/or mapping strategies and recommendations and delivering and analyzing performance-monitoring reports. Her clients are primarily located on the West Coast and the Mountain West States.
Annette has over 30 years of experience in investment consulting to ERISA qualified and nonqualified plans, foundations, endowments and high net worth individuals. She was Partner and Senior Consultant of Bidart & Ross prior to its acquisition by AndCo. Previously she worked at a major Wall Street brokerage firm’s coting division conducting performance evaluation, manager search and screening, and asset liability modeling.