New Client Agreement

KPA Advisory Services helps Clients become stronger ‘value propositions’ for their stakeholders. We do this through a Retainer Package (our Advisory Service) that contains 3 critical ingredients:

1. Our Research Spans Three Broad Areas

• Pension System Design 
  We seek ways to enhance pension system fairness, transparency, and sustainability.
• The Governance of Pension Institutions
  We seek ways to improve the institution's mission clarity and organizational effectiveness.
• Pension Investing
  Clear investment beliefs and their effective implementation generate higher longterm returns and more effective risk management.

2. Actionable Insights and Recommendations

We take care to convert our research insights into practical action steps for Clients.

3. Multiple Communication Channels

As an Advisory Services Client, your Retainer Package includes receipt each month of The Ambachtsheer Letter, our 4-page advisory letter that addresses our research and action steps. Our Advisory Service is based on the calendar year.

Through the Call Option, Clients have direct access to Keith Ambachtsheer by phone, video conference, or via email, and may include a review of strategic documents. Annual (calendar year) fee: $6,000.

To become a KPA Advisory Services Client, please submit the online form below or complete the New Client Agreement and email to adilia@kpa-advisory.com.