Our Expertise



True Open Architecture


Alternatives Expertise


Coordination of Multiple Plans


ESG Integration


Oversight of Service Providers


Robust, Comprehensive Reporting


Direct Access to Investment Professionals


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:

  1. Client Executive
    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.
  2. Investment Strategist
    Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.

Contact Us


Email the Team to learn more about our team and governance structures