We work with our institutional clients to develop diversified portfolios. With an emphasis on risk analysis, we focus on employing various asset classes within a context of asset allocation by asset class.
We understand the interplay between various asset classes and look to optimize the risk-reward structure of our institutional portfolios.
We are experienced in working with actuaries to develop asset allocation models which are driven by future liability obligations.
By relying on third-party custodians and data aggregation reporting software, we develop consolidated reports that highlight risk analysis, balance sheet, asset allocation, and performance versus benchmarks data.
We leverage specialized training and maintain a Certified 401(k) Professional® (C(k)P®) designation, issued by The Retirement Advisor University, to aid us in the design and management of defined contributions plans.
We design and manage active defined benefit plans, such as cash balance plans, and develop strategies to work out of frozen defined benefit plans.
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