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
