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DCIO Resources

With nearly $4.13 trillion assets under management,1 State Street Global Advisors has been a consistent investing force for over four decades. In the DC advisor arena, we harness our scale and skill to further advisor practices and plan provider offerings. At the same time, we bring the same entrepreneurial spirit that drives advisors. Going beyond the status quo, we work to extend our partners’ reach and strive to deliver better participant outcomes.

Product Information

Investment Approach

Having the Right Investment Conversations

Fee compression, service bundling and firm aggregation are industry trends changing the way advisors do business — and the segments they serve.

Increasingly, staying competitive means broadening your market reach. To do so, consider how you can pivot your investment conversations toward different dimensions of value, or what we refer to as operational alpha.

Getting to Operational Alpha

Cost Paid

Fees and trading costs for international equity mandates can gradually erode portfolio value over time and create a drag on relative benchmark performance.2

Sticker Price

Stick Price

Securities Lending

Vehicle Selection

Manager Selection

Our Latest Thinking

National Home Office Team

Bio Image of Gregory Porteous

Gregory Porteous

Head of DC Intermediary Strategy

Bio Image of James C Ryder

James C Ryder, CFA

Investment Strategist

Bio Image of Dan J. Cahill

Dan J. Cahill

Account Executive

Bio Image of Blair Walker

Blair Walker

Head of Marketing

Bio Image of Alex McCarthy

Alex McCarthy

Account Executive

DC Regional Team

Regional Territories

Regional Territory
Bio Image of Justin Wilson

Justin Wilson

Senior Retirement Director


Mobile: 857 272 9847

Bio Image of Edward B Mcnally

Edward B Mcnally

Senior Retirement Director


Mobile: 312 925 9198

Email the team for more information on our DC Advisor offerings.