Our Service Commitments
Our consulting, research, performance analytics, and operations teams are committed to optimizing our clients' investment programs, managing investment and administrative fees and services, reducing our clients' liability, and reducing our clients' workload.
We treat each client relationship as a fiduciary partnership where we stand in a special position of trust, confidence, and responsibility for the assets of participants and beneficiaries in our investment programs.
Our firm leadership includes former portfolio managers and investment bankers who have turned decades of financial industry experience into a singular discipline of institutional investment advisory and fiduciary consulting. Our service teams are not distracted by alternative revenue streams nor are incentivized to cross-sell. 100% of our consultants have earned the CFA charter, and we have experienced no turnover at the ownership level since inception.
We provide reliable investment consulting and fiduciary solutions to our retirement plan, foundation, endowment, trust, 529 plan, and corporate portfolio clients.
billion assets under advisement
clients across the U.S. and Canada
thousand participants & beneficiaries
Client assets include those advise to in a discretionary and non-discretionary manner. Client assets, client count, and client participants and beneficiaries are estimates as of March 31, 2021 or the most recently available (e.g. from a recent a Form 5500).