Our Clients

Our diverse client base includes three types of clients: corporations that offer defined benefit and defined contribution plans, affluent private individuals and families, and endowments and foundations. We consistently meet our clients' objectives by applying our varied mix of knowledge, experience and independent perspective to each client's unique financial situation and developing focused, long-term financial strategies.

Corporate retirement plan consulting

We assist corporate retirement plan sponsors by serving as their investment and fiduciary advisor, helping them meet the needs of their employees while working within increasingly stringent guidelines put in place by ERISA. Our service model involves implementing customized processes designed to help sponsors manage their organization's plan as effectively as possible, including quarterly reporting, ERISA compliance and when requested, assisting with employee allocations. By applying well-researched asset allocation strategies, we eliminate investing guesswork for retirement plan sponsors and employees.

Private wealth management

Our private wealth clients are affluent professionals and family groups with complex financial situations. We help these clients fulfill their investment and philanthropic goals by designing and implementing individualized comprehensive wealth management programs. Although strong returns can be a byproduct of our work, we do not claim to create wealth for our clients. Instead, we work with our clients and their existing team of professionals to develop long-term financial strategies designed to manage, preserve and enhance existing wealth.

We also often help facilitate dialogue between the many advisors these clients often have, including accountants, attorneys and bankers, making sure that all of our clients' advisors are on the same page and focused on the same long term goals. And just as importantly, we strive to make the entire wealth management process stress-free, easy and transparent for our clients, offering easy-to-understand quarterly updates and frequent client communication.

Institutional consulting

Our institutional clients are larger foundations and endowments that benefit from our expertise in asset allocation modeling and selection of investment vehicles that maximize portfolio efficiency. We play an active role in evaluating and selecting investment managers who are well-matched with our clients' investment goals and spending policy, and work with the investment managers to achieve defined objectives.