Clients
We provide investment consulting advice to institutional investors that include multi-employer funds, corporate plans, foundations and healthcare organizations. All clients, irrespective of type or size, receive the same customized approach focused on structuring efficient investment programs with strong risk controls. In each case, the client is serviced by a team of senior consultants. Each client receives specific recommendations, not just an array of choices.
Multi-Employer
Our services to multi-employer clients address a wide variety of investment programs with very distinct objectives and risk constraints. We provide services to defined benefit pension funds, defined contribution (annuity/401k) funds, health & welfare funds, SUB funds, and training/apprentice funds. We have developed unique tools and models based on the specific circumstances and characteristics of each of these types of funds.
Corporate
Our corporate clients utilize us for a full array of investment consulting services for defined benefit pension plans and defined contribution plans. We offer full asset/liability modeling, not just generic efficient frontier models, which incorporate plan-specific circumstances and client-specific funding objectives. For defined contribution plans, our services focus on plan option design to provide the most cost effective and efficient investment structure for plan participants, while assuring that the sponsor meets all requirements for 404(c) safe harbor protection.
Not-For-Profit
For our Healthcare, Foundation, and Endowment clients understanding the factors that create volatility is crucial for meeting the investment program's needs. Our modeling seeks to understand the factors that create volatility and serves as the basis for our asset allocation and portfolio structuring recommendations. We have expertise in providing services to Operating Reserves, On-Balance Sheet Assets, Self-Insurance Trusts, Funded Depreciation Reserves and Debt Servicing Reserves. We offer a broad array of customized services to these types of investment programs.