Helping Fiduciaries Examine the Past & Create the Future

What we do

North Pier Search helps fiduciaries of all kinds ensure that their team of trusted partners is the best it can be. Consultants, Outsourced Chief Investment Officers (OCIO), actuaries, administrators and record keepers all must be reviewed on a regular basis, whether there is a high level of satisfaction or not. Your constituents expect it and regulators require it. That's where North Pier comes in. We run service provider request for proposals (RFPs) and conduct due diligence and negotiations for fiduciaries to help them validate or improve their investment programs, leaving them confident in their providers - old or new. How we can help you.

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Who we serve

We work with fiduciaries who want to mitigate oversight-liability while achieving excellence in running their retirement plans, endowments, foundations, hospital funds or family office portfolios. North Pier's search services are invaluable for those shifting from a consulting relationship to a discretionary 3(38) or OCIO arrangement. For terminating defined benefit plans, North Pier also provides bid and due diligence services for 95-1 compliant annuity placement. Our typical client is either conducting a routine check of the market, reevaluating a longstanding incumbent, or looking to replace a failing provider. Learn more about us.

Who we are

North Pier is an SEC Registered Investment Advisor founded in 2008. Our firm is full of recognized industry leaders and experts. Managing Partner, Jim Scheinberg’s experience as an independent expert for the U.S. DOL evidences our expertise in understanding and complying with government regulations. Our other founding partner, Brant Griffin, is an arbitrator for FINRA, a securities industry regulator. And Greg Metzger, our Senior Search Consultant, pioneered the ERISA search practice for Watson Wyatt in the 1990s. We are not just competent experts, we are innovators. Learn more about us

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25 Questions to Ask Before Hiring an OCIO Search and Evaluation Consultant

The success of your OCIO / investment consultant search hinges on who you select to assist in the process. Objective due diligence is crucial. Asking the right questions will help ensure that you end up with the right partner.

Get our 25 questions to ask before hiring a search and evaluation consultant. Subjects covered include:

  • Firm overview
  • Experience, knowledge, and industry expertise
  • Potential conflicts of interest
  • Staffing and process

Benefits of Hiring North Pier

We do not compete for any of the services we evaluate. We serve as fiduciaries for search & evaluation. North Pier is and always has been devoid of the status quo conflicts of interest that often cloud other consultant's services.


Our experience, wisdom, and resources are unsurpassed in the search & evaluation industry. Get decision-ready information & specific advice to help you find the best partner in search or a clear understanding of your current investment program.


North Pier performs 90% of the heavy lifting, involving you only at key impact points. Our leading edge e-RFP tools streamline your interaction whether you want to minimize your involvement or delve deep into the details.


Provide confidence to your stakeholders. North Pier is a relied upon expert by regulators and litigators. Our forensic approach helps our clients avoid common pitfalls. Our services are designed to meet or exceed the US DOL's "Duty to Monitor", UPMIFA and UPIA.


Receive the most competitive pricing by negotiating from strength. Armed with broad industry knowledge we provide comprehensive OCIO and family office cost modeling, analysis, and due diligence.

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