Understanding and addressing complex investment challenges is our expertise.
Our commitment to our clients is built on a foundation of strong governance and driven by three equal and essential attributes.
True Open Architecture
Coordination of Multiple Plans
Oversight of Service Providers
Robust, Comprehensive Reporting
We’ve designed our team structure to create a direct line of communication between you and your investment professionals. Each client team is headed by two seasoned investment professionals:
Serves as your primary day-to-day contact and ensures that your specific goals and objectives are at the center of all decisions made throughout our investment governance model.
Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.
*as of March 31, 2022