We offer a full range of institutional services:
Benchmarking
Vendor Selection
Investment Policy Development
Asset Allocation Modeling
Investment Monitoring (Performance Measurement & Evaluation)
Manager Research and Selection
Qualified and Non-Qualified Plan Consulting
Strategic Employee Financial Education

Benchmarking Using our proprietary benchmarking model, we measure your plan against others in your industry, and versus national norms and make comprehensive recommendations for improvement. Our criteria include plan design, investments, total plan costs, compliance, and technology.

Vendor Selection We develop criteria that will match the right vendors to your organization's needs. Then we create a customized RFP, analyze vendor proposals, give our recommendation, and help implement the plan you select.

Investment Policy Development An investment policy statement serves as the basis for all material investment decisions. We help you create this important document, and research, analyze, and recommend investments consistent with your policy.

Asset Allocation Modeling We define asset allocation models and return expectations for trustee-directed plans; we then develop risk/return profiles and recommend investments. Finally, we periodically review our asset- allocation assumptions to ensure that your investment portfolio is meeting your long-term obligations.

Investment Monitoring (Performance Measurement & Evaluation) Our investment professionals provide complete service by monitoring investments, measuring performance against the investment policy statement's risk and return criteria, and meeting regularly with you to review performance and make necessary adjustments.

Manager Research and Selection We research the universe of available money managers and using the criteria set forth in the investment policy statement, we recommend leading money managers.

Qualified and Non-Qualified Plan Consulting We assist organizations in the development, design, implementation and transition of various retirement programs for their employees and executives.

Strategic Employee Financial Education We develop a customized program identity and execute a multimedia campaign to communicate plan details and investment information to maximize employee appreciation and understanding. We also provide stand-alone employee financial education seminars and one-on-one sessions.