Asset Consulting Services for Defined Contribution and Other Benefit Plans

We provide strategic investment advice to governmental, corporate, union, endowment, and foundation funds.

• Record keeper / Plan Administrator Identification, Evaluation and Selection

• Investment Fund Analysis and Selection

• Investment Contracts and Stable Value Funds Analysis and Selection

• Investment Performance Measurement and Evaluation

Choose which type of investor you are (at left) to learn more about how we can help your investments grow.

The cornerstone of our philosophy is the belief that we must add value for our clients. This is generally accomplished by continuously working to make your fiduciary responsibilities easier to manage and by identifying ways to enhance the long-term value of your fund to the beneficiaries.

Our consulting approach is both educational and proactive. This means we listen and evaluate before we react. This also means we raise questions and issues before they become problems. This approach relies on our comprehensive view of your fund's financial needs and your fiduciary concerns. We incorporate our knowledge of benefit plan design, funding alternatives, liquidity analysis, plan administration and asset management strategy into every relationship.

To learn more about how we can help you, call us at (248) 373-9900