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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
6 min read
Is your IT department ready for the disruption ahead?
Not sure how your IT department is doing? What’s worked in the past doesn’t guarantee future success. If you’re setting IT priorities (and you should be!), here’s how to assess your IT department for the digital future.
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
2019 PLANSPONSOR Retirement Plan Adviser of the Year finalist
PLANSPONSOR names Plante Moran Financial Advisors a 2019 Retirement Plan Adviser of the Year finalist.
In The News March 12, 2019 1 min read
Plante Moran named 2018 NAPA Top DC Advisor Team
In The News January 21, 2019 1 min read
National Association of Plan Advisors honors Plante Moran staff
Justin Domber Wealth Management
In The News January 21, 2019 4 min read

Institutional Investment Consulting Thought Leadership

  • Health and financial wellness programs: The game has changed
    Does your organization have health or financial wellness programs? Are they effective? Wellness programs aren’t new, but the purpose for providing them is changing. We discuss how to simplify and tailor your program to best fit your needs.
    Dori Drayton Wealth Management Brett Reardon Wealth Management Scott McLellan Jonathon Trionfi
    Webinar Wednesday, Dec. 4, 2019, 2 – 3 p.m. EST 1 min read
    Group of people working together at desks on laptops
  • Plante Moran’s Dori Drayton and Susan Shoemaker receive top women’s advisor award
    Plante Moran Financial Advisors partners Dori Drayton and Susan Shoemaker have been honored by the National Association of Plan Advisors for their contributions to the retirement industry.
    Dori Drayton Wealth Management Susan Shoemaker
    In The News November 21, 2019 1 min read
    Focused in on hands clapping
  • 2020 retirement plan limitations summary
    Want to view the 2020 limits for qualified retirement plan benefits and contributions at a glance? Here’s our two-minute overview.
    Laura Taylor Michael Krucker Theresa McDowell
    Article November 8, 2019 2 min read
    Man sitting at a desk, writing on paper with his laptop open
  • 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 Mark Corombos Wealth Management
    Article November 6, 2019 4 min read
    Three people greeting one another with man and woman shaking hands.

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.