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Standard Valuations
Standard Valuations provides investment consulting and performance measurement services, serving clients as a fiduciary and assisting in prudent and...
Overview
Standard Valuations provides investment consulting and performance measurement services, serving clients as a fiduciary and assisting in prudent and reasonable investment decisions. The firm helps Taft-Hartley, Public, Corporate, Foundation and Endowment funds with fiduciary compliance, investment policy, asset allocation, manager research and selection, and performance reporting. It concentrates on independent performance measurement with no conflict of interest and has grown to service over 80 clients across North America.
General information
Firm type
RIA
Year founded
1972
Principals
Dean Derby
founder
DeAnn Elvin
Owner, Chief Compliance Officer
Rich Elvin
President
Andrew Elvin
Chief Executive Officer
Scott Spalding
Consultant
Britni Montpetit
Secretary - Treasurer
Don Szurek
Information Security Officer
Margie Ricci
Production Manager
Heather Elvin
Performance Analyst
SamanthaJo Haessig
Performance Analyst
Don Vasatka
Performance Analyst
Candace Zytkoskee
Performance Analyst
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