Overview
Experience Makes the Difference
When choosing an investment advisor, you need to know that the people working for you have the money management experience you want and a proven track record of performance to help you get where you want to go. Nothing sets us apart from other advisory firms more than the experience we put to work for you.
We are proud of the confidence and trust that more than 1,000 private clients have in us. And, with more than $700 million in our care, we take our responsibility to those clients very seriously. But our experience doesn’t start and stop there. We’ve been helping people live their dreams for decades.
In addition to our individual investment management services, we are also the investment advisor for the retirement plan clients of The Standard, and we manage about $12 billion that literally represents the financial futures of hundreds of thousands of people. And if that weren’t enough, we manage third-party investment manager relationships and $5.2 billion of The Standard’s fixed income security portfolio.
The services we provide to The Standard’s retirement plan clients include:
- mutual fund selection and monitoring
- development and maintenance of model mutual fund portfolios, known as Asset Allocator Portfolios for 401(k) plans
- investment advice to the Reliance Advisory Portfolio Collective Trusts
- mutual fund portfolio construction
- assistance in selecting mutual funds for specific retirement plan menus or portfolios
Standard Retirement Services pays a retainer for these services and we publish a quarterly report reflecting the performance of the mutual funds offered to The Standard’s retirement plan clients.
When you become a private client, you’re getting the same level of attention and support that major corporations, governments and institutions entrust with the financial success of their employees. Call us today, and let us tell you more.
Investment Oversight
Investment Committee Members
An Investment Committee oversees the recommendations of the investment team. Members of the Investment Committee hold three certifications and have an average of more than 20 years experience in investment selection and monitoring.
Julie A. Grandstaff, CFA®
Vice President and Managing Director, StanCorp Investment Advisers
Julie Grandstaff holds an MBA from California State University and a Bachelor of Science degree in Finance from Arizona State University and is a Chartered Financial Analyst. Julie has been Vice President since the company’s inception, and is also a Vice President with Standard Insurance Company, which she joined in 1998. Her experience in the industry includes Investment Management Consultants and Bailard, Biehl & Kaiser beginning in 1986.
Kim Ceserani, CFA®
Director, Investment Management
Kim Ceserani has been with StanCorp Investment Advisers since 2001 and previously served in the same capacity with Standard Insurance Company since 1987. Her team selects and monitors investments and manages investment portfolios for the Private Client Group, The Standard’s retirement plans and Standard Insurance Company. Her specialties include mutual fund research and fixed income analysis. Kim is a Chartered Financial Analyst and holds a Bachelor of Science degree in Finance from Portland State University.
Rajiv Jain, CFA®
Senior Portfolio Manager
Rajiv Jain has been with StanCorp Investment Advisers since 2002. His specialty is fixed income analysis. He holds an MBA and an MSEE from Purdue University and the University of Chicago School of Business, respectively. He received his Bachelor of Science degree from the University of Minnesota, and is a Chartered Financial Analyst.
Patricia Montgomery
Bond Research Analyst and Trader
Pat Montgomery has been with StanCorp Investment Advisers since 2001. Since originally joining The Standard in 1975, she has had experience with every aspect of securities operations. Her primary responsibilities include acquiring bonds for StanCorp Investment Advisers’ clients. She holds a Bachelor of Science degree in Business Administration from Portland State University, is a Fellow of the Life Management Institute (FLMI), and is working towards her certification as a Certified Financial Planner®. She is also a licensed tax consultant.
