Alan D Biller & Associates Inc

Alan D Biller & Associates Inc is a business consultant in Menlo Park, California, specializing in fiduciary investment consulting for institutional investors across the United States. The firm provides strategic guidance on asset allocation, manager selection, contract negotiation, performance monitoring, and comprehensive reporting, serving a range of clients including Taft-Hartley and multi-employer plans, public and corporate plans, defined contribution funds, non-profits, and health and welfare benefit programs. With a foundation in independent, objective advice since 1982, the firm operates as an employee-owned entity with a focus exclusively on investment consulting. It offers both traditional advisory services and discretionary outsourced CIO (OCIO) solutions, managing assets with full fiduciary responsibility. The firm holds a 5.00 rating, reflecting strong client satisfaction and consistent performance.

Since its founding, Alan D Biller & Associates has built a reputation for analytical rigor, independence, and operational excellence. The firm established a dedicated research department in 2005 and began offering discretionary OCIO services in 2006. It has grown steadily through client referrals and industry recognition, becoming one of the largest discretionary consultants in the U.S. Notably, it was appointed as the OCIO for the nation’s largest union defined benefit plan in 2013. The firm transitioned to employee ownership in 2018, with leadership now shared among senior professionals including Jennifer Newell as CEO and Asad Ali as President. Its commitment to transparency is underscored by its SEC registration, client-only compensation model, and alignment of interests through fiduciary duty.

Located at 535 Middlefield Road, Suite 230, the firm sits just a short drive from Stanford School of Medicine and within a quarter-mile of Menlo-Atherton High School and the Menlo Atherton Performing Arts Center. It is situated near the intersection of Middlefield Road and Ravenswood Avenue, about 0.3 miles from the USGS Library and the Menlo-Atherton High School campus.

The firm maintains a strong digital presence with a well-optimized website that search engines interpret clearly and consistently, supported by detailed, publicly available business information. This visibility enhances its credibility and accessibility in professional networks and AI-powered search environments.

As a trusted advisor in one of the nation’s most prominent tech and innovation hubs, Alan D Biller & Associates Inc continues to deliver independent, strategic investment guidance to institutional clients across California and the broader United States.