Plante Moran Financial Advisors’ Institutional Investment Consultants can help you develop and administer a nonqualified benefit plan investment strategy that is right for you, your organization, and your key employees.
Our internal experts will work side by side with you, guiding you through the decision-making and implementation process, providing you with independent advice, cost transparency, and complete objectivity. We will assist with the design, management, communication, and reporting of your strategy to ensure it continues to align with your overall objectives.
With our integrated, client-centric approach, we can uncover potential issues, understand and benchmark fees, and streamline operations - to help you achieve your organization’s goals, in the most cost effective way.
Investing your organization’s assets
Wealth Management news and events
How technology can transform your business
Productivity & performance
Next generation leaders need to focus on key skills to connect with coworkers and their organization. Are you utilizing the best approach to ensure sustainable success as a next generation leader?
Navigating changing regulations
Non Qualified Plans Thought Leadership
Tackling tax reform: Answers to three burning questionsShould you wait until tax legislation is enacted to plan? In a word, no. There are several action items to consider now.
The most important function of a nonprofit board: Development and fundraisingIs your not-for-profit board tied closely to your fundraising and development strategy? Here are some ideas to help you more effectively deploy your board members and their contacts.
Areas of Focus
Our Institutional Investment 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.