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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.

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 “Top 100 Independent Financial Advisors of 2016” — Barron’s, August 2016. Ranked #15 on the annual list of registered investment advisors — Financial Advisor magazine, July 2016.

**Ranked 1st of 200 CPA firms by assets under management — Accounting Today, June 2016

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Productivity & performance

Investing your organization’s assets

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A strategic view to maximize returns
Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
Mark Dixon Wealth Management
Article May 25, 2017 1 min read
Beltway uncertainty and what it means for the economy and investors
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May 2017 market perspectives
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Q1 2017 economic perspectives
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How technology can transform your business

How technology can transform your business
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ERP dirty dozen: 12 signs your business needs to replace its ERP system
Your ERP system needs to evolve in response to market pressures and business changes. System limitations can affect ROI, efficiency, performance, and your overall business strategy. These 12 signs suggest it's time to assess the situation.
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Cybersecurity: Taking aim at a fast-moving target
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Understanding & planning your cloud strategy
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Cutting through the data analytics hype
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Navigating changing regulations

How changing regulations affect your business image
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Why auto suppliers need war game thinking on NAFTA
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Institutional Investment Consulting Thought Leadership

  • June 2017 Market Perspectives
    This month we take a closer look at the impact of financial stress on the markets.
    Jim Baird Wealth Management
    Article June 15, 2017 11 min read
    Image of women talking in work environment
  • A strategic view to maximize returns
    Investment committee members must understand each and every underlying investment, not only on a stand-alone basis, but also the role each investment plays within the context of the total portfolio in shaping overall investment strategy.
    Mark Dixon Wealth Management
    Article May 25, 2017 1 min read
    Woman looking out window
  • Beltway uncertainty and what it means for the economy and investors
    While the overall direction of the administration’s pro-growth policy remains relatively clear, what’s changed is the political reality. It will be hard for the administration to push its proposed reforms through with the sharpening focus on the investigation and its increasingly bipartisan support.
    Jim Baird Wealth Management
    Article May 25, 2017 1 min read
    Sunset on the water
  • May 2017 market perspectives
    April was another positive month for domestic equities across the spectrum, with small caps leading the pack. Year to date, large caps are holding onto solid gains, followed by mid caps and small caps, respectively.
    Jim Baird Wealth Management
    Article May 11, 2017 5 min read
    Image of a man looking out the window

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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.

 

Contact Us

Mark Dixon CPA, CFP®, CIMA®, Wealth Management Partner
Susan Shoemaker CFP®, AIFA, Plante Moran Financial Advisors Partner