Fee and service audit

Solving problems before they happen.

fee & service audit

we assist clients to evaluate if an rfp is worth the time of the investment committee and staff.

The advantages to the client are:

  1. Independent third party completing the assessment

  2. We utilize our knowledge of the market as well as interviewing a small number of service providers without utilizing the sponsors name to get up to date prices. All service categories have changed in the marketplace in the past 3-5 years.

  3. Culpepper RFP would complete a report that documents our findings for the sponsor and fiduciary file.

Why Wait?

Schedule a call to learn how Culpepper RFP can save you time, money and headaches.