EXPERIENCED GUIDANCE for institutions
If you’re seeking a knowledgeable wealth management partner for your institution, we can help. Our team has extensive experience in the design, implementation and supervision of all sizes and types of corporate retirement plans. We provide prudent investment guidance and expertise to the directors, board members, investment committees and participants of ERISA plans, endowments, foundations and other institutional investors.
We will work with you to develop a customized investment policy statement, provide detailed quarterly reports, coordinate with your vendor to ensure the plan is set up properly and appropriate changes are made, conduct a search to evaluate new plan vendors, and provide employee education. These services are available a la carte so that individual plan sponsors can choose how best to work with our team.