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Institutional Investment Consulting

As one of the nation’s largest independent investment advisory firms*, Plante Moran Financial Advisors’ highly reputable Institutional Investment Consulting team is dedicated to guiding retirement plan sponsors and not-for-profit organizations to achieving investment program success and fulfilling their fiduciary responsibilities.
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Our Institutional Investment Consulting team serves as trusted, fiduciary partners to organizations of all sizes, family business owners, and organizational retirement and benefit-sponsored plans. 

With deep-rooted expertise and a robust in-house investment research group, our consulting team develops integrated investment strategies that protect assets, minimize risk, adhere with changing regulations and compliance requirements, and support your organizational goals and fiduciary responsibilities.

Our independence and product-free structure ensures that we are providing you with completely objective financial guidance and trusted advisor support with your organization’s best interest in mind.

Serving as a traditional investment consultant or as a discretionary outsourced manager of investable assets, our investment experts are backed by one of the nation’s largest accounting and business advisory firms, making us uniquely qualified to understand your investment and organizational structure and goals, to deliver a broad-based, holistic approach to every client experience.

*Ranked on the list of “The 100 Top Independent Financial Advisors of 2018” – Barron’s September 2018. Ranked on the list of “Best in State Wealth Advisors” – Forbes, February 2018

**Ranked #1 on the list of “The 2018 Top 150 CPA Firms by AUM” – Accounting Today, July 2018.

Productivity & performance

People and process The power behind your business
5 min read
Surviving sea change: Why some businesses sink and others stay afloat
Competitors are coming for your market share, the pace of change is accelerating, and a potential economic downturn is on the horizon. What are you doing to prepare?
Jason Winters
Article November 19, 2019 5 min read
The CFO cheat sheet: Nine ways to improve effectiveness
Stan Hannah
Article December 3, 2019 7 min read
Get smarter: AI for manufacturing and distribution
Daron Gifford
Article July 12, 2018 5 min read
Industry 4.0: Adopt smart technologies for a competitive advantage
Dave Plomin
Article January 26, 2018 5 min read

Investing your organization’s assets

Group of people working
4 min read
Independence and objectivity: What incents your investment advisor to act in your best interest?
When it comes to choosing an investment advisor, independence and objectivity are crucial. Is your “independent” advisor fully aligned with your best interests? These five factors can reveal the answer.
John Lesser Wealth Management
Article November 6, 2019 4 min read
This is one retirement saving strategy your boss probably won't support
Michael Krucker
Article April 27, 2018 1 min read
Culture: If it's not broken, how can you fix it?
Article December 21, 2017 4 min read
Five steps to a financial wellness plan
Article August 15, 2017 3 min read

Digital transformation & strategies

How technology can transform your business
4 min read
Is your legacy ERP system smoothing the road ahead?
To profit in the face of disruptive change, auto suppliers need a stable, secure ERP system. Is your legacy system delivering what you need to ensure business continuity, cybersecurity, and disaster recovery?
Doug Hockenbrocht
Article January 20, 2020 4 min read
Is your IT department ready for the disruption ahead?
Marvin Sauer
Article September 11, 2019 6 min read
Growing into business analytics
Sean McBride
Article June 25, 2019 5 min read
Top 10 issues impacting the world of accounting and auditing
Soma Sinha
Webinar March 21, 2019 60 min watch

Wealth Management news and events

Wealth Management News and Events image
1 min read
Don’t just give — give smarter
While the Tax Cuts and Jobs Act reduced incentives around charitable giving, changing your tax strategy can still help your favorite charity and reduce your personal tax bill. Jaime Eckels explains how via Kiplinger.
Jaime Eckels Wealth Management
Article February 13, 2020 1 min read

Institutional Investment Consulting Thought Leadership

  • SECURE Act’s lifetime income provisions add clarity and flexibility
    The new law improves disclosures, increases employee portability, and enhances employer protections for annuities and other lifetime income offerings. Here are the highlights for plan sponsors.
    Laura Taylor Jeremy Tollas Wealth Management Jeremy Chambers Wealth Management Preston Ridinger
    Article March 11, 2020 3 min read
    Man on laptop sitting in giant green chair
  • SECURE Act: Changes for plan sponsors related to retirement plan distributions
    The new law enacted in late 2019 includes several provisions that plan sponsors need to consider. Here are a few of the changes that warrant a closer look.
    Jeremy Chambers Wealth Management Jeremy Tollas Wealth Management Laura Taylor
    Article February 28, 2020 3 min read
    Multiple people sitting at a table looking at plans
  • Perk up employee loyalty with a financial wellness program
    Today’s competitive labor market is challenging employers to find — and retain — talent. Financial wellness programs are a perk that can boost employee loyalty while ensuring staff are equipped for financial success.
    Dori Drayton Wealth Management Brett Reardon Wealth Management
    Article February 18, 2020 3 min read
    Multiple people sitting and listening
  • The SECURE Act’s impact on 401(k) plans
    This new law makes it easier for employers to offer 401(k) plans and enables more employees to participate. Here’s what employers need to know.
    Jeremy Chambers Wealth Management Laura Taylor Jeremy Tollas Wealth Management
    Article February 4, 2020 3 min read
    People sitting in a conference room in a meeting

Our Institutional Investment Consulting Team

The greatest value we provide to clients is our team of professionals. We enter into each relationship with the intention of serving as a trusted advisor to our clients’ executives, boards, committee members, and owners and know earning that level of trust requires a very personal, customized, and consistent service approach.

With a work environment that attracts and retains top talent, our approach provides a measure of continuity within service teams and helps ensure that clients are served by professionals who know them and their unique situation. Please reach out today to begin a conversation about your organization’s goals.