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Investment Consulting

Managing your investment program is a full-time job, but it shouldn’t be yours.

Your participants are counting on you — and you can count on us.

You're responsible for making sure your participants can be financially secure.

The gravity of that task, coupled with the complexity of today’s market, means you need every advantage you can get.

Our investment consultants have the knowledge and experience to craft a strategy tailor-made for your unique set of challenges, and we’ll be there every step of the way for its execution. 

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Ask about investment consulting

From advisory investment consulting to defined contribution investment consulting, we work with you to find the right approach for you, your circumstances and your plan. 

Find out how. Get in touch. 

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Many approaches, one partnership

No matter what investment challenges your plan faces, we have a way to help you meet your goals. With us as your partner, you can be confident that we'll find the right approach.

Advisory investment consulting

Advisory investment consulting

We manage your portfolio but you make the calls. Nothing changes without your decision. 

Discretionary investment management

Discretionary investment management

We'll manage your investments, making the best choices about what to sell or buy  and when. 

Defined contribution investment consulting

Defined contribution investment consulting

Investment and administration for 403(b), 457, 401(a) and 401(k) plans.

Financial intermediary consulting

Financial intermediary consulting

You'll always have the research and data you need to help clients reach their financial goals.

You set the strategy. We'll do the work.

Whatever the nature of our partnership, we'll assist with the implementation and administrative needs of your investment program.

To do this, we become an authorized signer on behalf of clients recognized by the custodian and investment managers so that we have the ability to work directly with these professionals. The team responsible for investment operations stands ready to implement decisions made by the Board of Trustees for advisory clients.

In the case of discretionary clients, this team acts on decisions made by the internal committees responsible for asset allocation and manager decisions. The team takes the lead on rebalancing and funding new investments as they are approved. They communicate directly with the fund office to understand cash needs for benefits and expenses and either invest excess cash in the portfolio or raise cash needed.

Start the conversation. Talk to us about investment consulting.

Tell us where you’d like to begin. Submit an RFP. Ask any question you like.

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Advisory investment consulting

Market volatility and shifting regulatory requirements can intimidate even the most savvy investor, but you don’t have to go it alone.

Advisory investment consulting can help you lay the foundation for a solid investment strategy that can bring your plan decades of reliable returns. From investment policy development to manager searches and more, we’re with you for the long haul.

Discretionary investment management

Investors wanting to remain as nimble as possible can rely on our discretionary investment management to make sure they move at the speed of the market.

Our seasoned professionals take on the day-to-day responsibility of managing your investment program, pouncing on opportunities for your plan and freeing you and your fellow trustees from the burden of micromanaging every decision.

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Defined contribution investment consulting

Ensuring retirement readiness for participants in a defined contribution plan presents a daunting challenge. It’s easy to find yourself drowning in a sea of choices, but our professionals can guide you to the product and strategy right for you and your participants.

We’ll walk you through compliance reviews, performance monitoring, fee and administrative expense analysis and anything else you need to feel confident in your defined contribution investment strategy.

Financial intermediary consulting

Whether you’re a broker dealer, a bank’s investment officer, an RIA or any other sort of financial intermediary, you want to help clients succeed by providing superior investment advice.

With access to our research team, proprietary investment manager database and cutting-edge due-diligence tools, you’ll have everything you need to stand not just apart, but head and shoulders above, the competition.

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