Our Clients

We provide reliable investment consulting and fiduciary solutions to all our clients.

National Presence

We partner with corporate, non-profit, and governmental institutional clients across the United States and Canada who collectively represent over $42 billion dollars in assets. Our clients include Fortune 500 Companies, major municipal and utility providers, and nationally recognized non-profit organizations.  We consult to clients across the entire spectrum of retirement plans, regardless of plan size or type.

Niche Focus

Providing investment consulting services to institutional retirement plan clients is the primary focus of our business. Our investment professional team is dedicated to providing plan fiduciaries timely and actionable guidance across the full spectrum of the pension and retirement plan arena.  We sign on as a fiduciary for all clients in an ERISA §3(21)A or §3(38) capacity.

†Client assets include those advised to in a discretionary and non-discretionary manner. Client assets and client count are as of January 1, 2018. Client employees is an estimate as of 3/5/2018.
42
billion assets under advisement
120
clients across the U.S. and Canada
600
thousand client employees