Discretionary Management Service is an investment consulting firm based in Overland Park, KS, that has been putting research to work since 1974. With a focus on risk-adjusted returns and adding value to client portfolios, they offer a range of services including investment consulting, asset allocation, investment policy development, and performance review measurement. They serve a diverse client base including corporations, endowments, foundations, faith-based organizations, family offices, healthcare organizations, non-profits, associations, and public funds.
Driven by proprietary research and a deep understanding of capital markets, Discretionary Management Service helps their clients navigate changing economic environments and make informed investment decisions. Their team of experts, with extensive experience in investment management and research, provides tailored solutions to meet the unique needs of each client. With a commitment to improving their clients' bottom line, Discretionary Management Service is dedicated to helping organizations and individuals achieve their financial goals.
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