Institutional Investors

If you are a private equity firm, non-profit, insurance company, endowment, or other institutional investor, we understand your stakeholders.

Leverage world-class research platform to provide unique insights to our clients
Provide manager search and selection
Governance and regulatory consulting
Investment policy creation and implementation
M&A due diligence, post acquisition integration and deal lifecycle solutions

Our Process

Understand the interests of all stakeholders: board of directors, owners, advisors, executives, and employees.

Review your corporate retirement plan financial statements, investment portfolio, and cash flow details.

Research with objectivity and depth, we sit on the same side of the table as you.

Present new opportunities, improve compliance, lower fees, and upgrade investment strategies.

Coordinate with record keepers and other parties to implement your corporate retirement plan.

Monitor the overall health of you plan and help your employees become retirement ready.