Our team has extensive experience in the design, implementation and supervision of all sizes and types of plans. We provide prudent investment guidance and expertise to the directors, board members and investment committees of ERISA plans, endowments, foundations and other institutional investors.

We collaborate with each institution to develop disciplined and strategic asset allocation programs, and assist with the implementation of a detailed Investment Policy Statement that outlines investment goals, risk tolerance, time horizon, tax status and liquidity needs.

As financial advisors, we work for the best interest of our clients. The people entrusted with overseeing investments for their organization can feel confident that their assets are being managed cost-effectively, tax-efficiently and in the best interest of the organization.

We help institutions with the following:

  • Plan transition and integration
  • Development of Investment Policy Statement
  • Development, implementation and monitoring of investment program
  • Executive benefits
  • Vendor analysis
  • Complex asset allocation
  • Compliance consulting
  • Employee education and communication
  • Ongoing monitoring with easy-to-read reporting