Institutional Services
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