We serve as fiduciaries in supporting trustees and investment committees in making investment decisions for retirement plans, endowments and other institutional funds.
We work with both new and established institutional clients to strengthen their legacy and efficacy by providing in-depth analysis, creating a thoughtful investment plan, and implementing the plan efficiently.
Plan sponsors often struggle with fiduciary responsibilities, whether they are overseeing a defined contributions plan or defined benefit plan.
For defined contribution plans, we take a fiduciary role in selecting investment options for participants and we design plans with the goal of increasing the probability of savings success for plan participants by making enrollment easy, allowing for one-step investment selection, and providing automatic rebalancing.
For defined benefit plans, we first seek to understand the dynamics of the plan benefit and how it could change under difference scenarios before developing of an investment policy and recommending the assets allocation.
We serve as investment adviser for all types of institutions and endowments varying from those with assets of about $1 million to those with assets in excess of $50 million. Institutions need a well-designed and executed investment policy permitting their trustees and other decision makers to stay focused on their goals.
We assist governments and corporations meet their specific investment needs ranging from treasury functions to investing strategic reserves. We understand the legal environment that govern public sector entities and the importance of meeting strategic needs of corporations.
Many people save for retirement in a defined-contribution retirement plan (like a 401k) or an individual retirement account (traditional or...
In our recent investment commentary, we highlighted research regarding plan design and plan participants. The research clearly highlights the effects...
Ross Walker has joined the firm as a Financial Analyst primarily supporting the firm's Investment Management practice. Ross assists the...