Ian provide all aspects of the firm’s consulting services. He serves as the primary consultant for various institutional plans including defined benefit, defined contribution, and private foundation investment portfolios. His duties include serving as the primary point of contact for various Plan Sponsors and Boards of Trustees, and assisting them with their investment decisions and fiduciary responsibilities. Through his involvement with these plans, Ian coordinates all components of AndCo’s consulting services including providing investment recommendations, asset allocation and investment manager evaluations, developing investment policy guidelines, and delivering investment policy compliance and performance reviews. He also serves on the firm’s Investment Committee which defines the investment philosophy of the firm as well as the policy for investment related topics, adds a check and balance to the research group and provides feedback on investment oriented topics and client related deliverables.
Ian has over 30 years of institutional investment experience. Ian Jones joined AndCo in 2014 where he serves as a senior investment consultant to 11 client relationships. Prior to joining AndCo, Ian worked for the following firms: Graystone Consulting from 2011 – 2014, The Marco Consulting Group from 1994 – 2011 and ASB Capital Management from 1984 – 1994.