Institutional Services

Multi-tasking isn’t easy, especially for organizations involved in the complex areas of finance and investments. Balancing efficiency and due diligence processes while limiting unnecessary liability can seem like a daunting, if not impossible, task.

Fear not. We take the “stress and guess” out of the equation by developing a comprehensive and flexible plan with the best course of action for your organization.

This includes:

• Assisting and educating plan sponsors on fiduciary responsibilities and compliance procedures
• Developing and implementing an investment policy statement
• Conducting a robust provider search and fee benchmarking analysis
• Putting a fund lineup in place to select the appropriate investment vehicles to address goals
• Performing quarterly due diligence reviews
• Conducting an annual in-depth plan review
• Holding educational events each month for participants