Consulting
Wealth

Our investment consultants & pension management experts take your industry & business objectives into account to structure a strategic investment plan. Our experienced team not only comes up with the best investment and consulting options for your business, we work with you to see it through to make sure you understand the ins and outs of every aspect.
We work to understand your needs, provide valuable insights, and strategically guide you to make informed decisions that position your investments to meet your business objectives.
Investment Solutions
Retirement
We offer a range of retirement services to help plan sponsors manage their programs, including defined benefit and defined contribution plan design, defined benefit administration services, and actuarial and compliance consulting. We can also assist with data remediation, de-risking, and help you develop end game strategies for frozen pension plans.
Learn more : RetirementInvestments
We provide high quality investment advice, investment management, and outsourced investment management services to our defined benefit, defined contribution, foundation, and endowment clients. This includes investment manager and fund performance monitoring, investment policy statement development, and liability driven investment (LDI) implementation. We serve in both §3(21) and §3(38) to offer optimal support for your plan fiduciaries.
Learn more : InvestmentsPension risk management
Managing risk is critical to your organization's financial health. We tailored our pension risk management services to help you recognize and quantify risks, assess the impact on the organization, and if needed, develop risk mitigation strategies.
Learn more : Pension risk managementPension risk transfer
Risk transfer transactions such as lump sum buyouts, group annuity purchases, and plan terminations, are important tools for managing pension plan risk. Based on your specific needs, we can help you implement the right strategy to manage your pension plan liabilities.
Learn more : Pension risk transferOCIO
Our full-service delegated Outsourced Chief Investment Officer (OCIO) solution combines effective risk management with opportunities for better outcomes on your DB and DC plans. We offer proprietary asset allocation models, unique risk adjusted performance measures, daily asset and liability monitoring, and efficient portfolio management.
Learn more : OCIO