Types of Clients Served:
Hospitals and Healthcare Providers
Insurance Companies
Financial Institutions
Public/Private Corporations
Our expertise:
Defined Benefit Plans
Defined Contribution Plans
- Profit Sharing
- 401(k), 403(b), 457
- Money Purchase Pension Plans
Non-qualified plans
Health and Welfare Pools
Property and Casualty Pools
Workers’ Compensation Pools
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Investment Consulting Services:
Asset Liability Modeling
Strategic Asset Allocation
Development of Investment Policy, Procedures and Objectives
Investment Manager Selection and Due Diligence
Manager Structure and Role Analysis
Securities Lending and Commission Recapture Programs Analysis
Manager Transition and Re-Balancing Services
Liquidity Analysis and Cash Management
Master Trust and Custodial Bank Selection and Due Diligence
Performance Measurement and Evaluation (Monthly, Quarterly, and Historical Review)
Plan Efficiency Assessment
Record Keeper/Plan Administrator Identification, Evaluation and Selection
Investment Fund Analysis and Selection
Investment Contracts and Stable Value Fund Analysis and Selection
Investment Performance Measurement and Evaluation
Fiduciary Education |
