Addressing Institutional Needs.jpg
Addressing Institutional Needs

Success is more than just numbers

Achieving performance benchmarks is not our singular focus. Equally important is how responsive we are to client and participant needs, the clarity and frequency of our communications, and how successfully we improve our services.

Comprehensive and prudent processes

Process design ANd structure

PROCESS Execution


  • Governance
  • Risk management plan
  • Fiduciary education of investment stewards
  • Investment Policy Statement
  • Funding/spending analyses
  • Vendor selection
  • Assess where and how your current plan falls short
  • Asset allocation
  • Investment selection
  • Performance measurement
    and evaluation
  • Participant education
  • Compliance with Investment Policy Statement mandates
  • Costs and quality of vendor performance
  • Adequacy and prudence of IPS and the investment solution set
  • Fulfillment of fiduciary responsibility
  • Compliance with current legal and regulatory environment

We measure our success by our ability to provide our clients with meaningful and rewarding experiences that continuously improve.