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 & Prudent Processes →

PROCESS
DESIGN & STRUCTURE

-Governance -Risk management plan -Fiduciary education of investment stewards -Investment Policy Statement -Funding / spending analyses 

-Governance

-Risk management plan

-Fiduciary education of investment stewards

-Investment Policy Statement

-Funding / spending analyses 

PROCESS
EXECUTION

-Vendor selection -Assess where and how your current plan falls short -Asset allocation -Investment selection -Performance measurement and evaluation

-Vendor selection

-Assess where and how your current plan falls short

-Asset allocation

-Investment selection

-Performance measurement
and evaluation

PROCESS
SURVEILLANCE

-Compliance with Investment Policy Statement mandates -Costs and quality of vendor performance -Adequacy and prudence of IPS and the investment solution set

-Compliance with Investment Policy Statement mandates

-Costs and quality of vendor performance

-Adequacy and prudence of IPS and the investment solution set

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