Luray, VA.      Washington, D.C.



Prudent Expert, LLC, 2022


Combined expertise in investment due diligence and fiduciary responsibility

Beginning in 1986-- after 10 years experience as an ERISA litigator-- Mr.Halpern helped establish, build and manage Independent Fiduciary Services, Inc., an innovative institutional investment consulting firm and ERISA independent fiduciary.   As the firm's President and Chairman of its Investment Committee, he helped guide and deliver the firm's services to a wide range of ERISA clients and other institutional investors, including:

  • investment consulting and acting as an ERISA investment manager and named fiduciary
  • advising on asset allocation and portfolio structure
  • evaluating and selecting investment managers
  • evaluating investment risk and return 
  • analyzing and overseeing traditional and alternative investments, including public and private market assets, such as hedge funds and private equity
  • acting as an independent fiduciary, replacing a plan's regular fiduciaries when they encountered conflicts of interest or prohibited transactions
  • fund governance
  • serving as a testifying or nontestifying expert in ERISA litigation regarding investments

After selling IFS to Gallagher Benefit Services, Inc. in 2011, he remained for nearly three years as President of the Washington, D.C. and Newark, N.J. branches of Gallagher Fiduciary Advisors, LLC.   In early 2015, he established Prudent Expert, LLC.

For a more extensive resume, please contact us through the "Contact" page, below.