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