Balance Purpose with Fiscal Policy
SUPPORTING YOUR OBJECTIVES
As your trusted advocate, we tailor strategies and solutions that serve to support fiduciary responsibility and ultimately augment your key objectives. This includes:
Our experienced team works with you to understand your objectives and develop an investing program that supports them.
We work with you to design a plan to help maximize organization and participant goals.
Our team takes a purposeful approach, offering ongoing information and insight to help keep your employees informed and engaged.
We evaluate your existing service providers and conduct due diligence on potential alternative providers.
Corporate Retirement Plans
We provide comprehensive retirement plan services aimed to balance the needs of your business with those of your employees to help build strong futures. These include, but are not limited to:
- Retirement plan design
- Retirement plan custodian
- Pension investment management
Depending on the scope of engagement, we can act as either your corporate retirement plan’s ERISA Section 3(38) Fiduciary or ERISA Section 3(21) Consultant.
Endowments and Foundations
We work with your organization to provide objective advice, investment management and a disciplined process to help ensure you are meeting your mission’s mark and your fiduciary responsibilities.
- Investment policy statement consultation and development
- Strategic asset allocation decisions
- Discretionary investment management
- Manager search and selection
- Performance reporting and monitoring
- Investment fee analysis
Dynamic Offerings
We offer an array of consultative services to align our advice with your purpose.
- Third-party administration
- Competitive benchmark investment
- Employee financial literacy education
- Asset allocation decisions
- Business succession and merger and acquisition analysis
- ERISA fiduciary obligations
- Executive compensation strategies
- Investment due diligence and monitoring