-
29
years of experience
-
$105B
assets under advisement
-
97%
client satisfaction rate
-
>200
client relationships
-
29
years of experience
-
$105B
assets under advisement
-
97%
client satisfaction rate
-
>200
client relationships
How We Help
We provide you with the tools and resources needed for building and maintaining an effective investment program, covering fiduciary governance, investment manager due diligence and administrator research and oversight.
Explore Our CapabilitiesA Tenured Team to Guide You
Our cross-functional experts serve as an extension of your committee to deliver objective advice, educate your fiduciaries and improve the effectiveness of your service providers.
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Maximizing Your Recordkeeper Relationships
Mid to large-sized DC plans are increasingly threatened by excessive fee litigation. While plan expenses are an important component of any vendor review, fees alone should not be the focus. The DOL makes it clear that fees are to be reviewed in the context of service and overall value.
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