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Investment Management
One of the responsibilities of managing a defined contribution or defined benefit retirement plan is ensuring that the funds are invested prudently.
We provide "pure" investment consulting and are able to make unbiased recommendations because we are not associated with any investment managers or brokerage firms.
Our investment advisory services include:
Defined Benefit Pension Plan Services:
- Asset/liability modeling
- Custodian searches
- Developing asset allocation and manager structure strategies
- Selecting investment managers
- Setting investment guidelines and objectives and updating the Statement of Investment Policies & Procedures
- Transitioning portfolios to a new structure
- Measuring investment performance on total fund, manager and asset class levels
- Quarterly economic review and commentary
- Continuous monitoring of investment managers
- Continuous monitoring of regulatory changes
- Continuous review of plan structure and recommendations for changes as required
- Ad hoc research and presentations on various topics
Defined Contribution Plan Services:
- Carrier/Service provider searches
- Fund/investment option selection recommendations
- Assistance with transitioning to a new provider or new fund lineup
- Setting investment guidelines and objectives and updating the Statement of Investment Policies & Procedures
- Measuring investment performance of each investment option
- Quarterly economic review and commentary
- Continuous monitoring of investment managers
- Continuous monitoring of regulatory changes
- Continuous review of plan structure and recommendations for changes as required
- Ad hoc research and presentations on various topics