Asset Management

We offer custom delegated investment management services using our Delegate Services Model. It allows you to outsource some or all of the investment, while also benefiting from our proprietary Volatility and Risk Management framework in a rapidly changing investment marketplace.

As your discretionary 3(38) fiduciary investment manager, we help you find greater flexibility, control, and precision in your target date fund construction. We can build customized target date funds to support the specific financial goals and risk profiles of your plan participants. We focus on helping clients improve their participants' outcomes, and better manage their fees, expenses, and fiduciary liability.

As your Discretionary Pension Portfolio Manager, we become the decision-making authority for selected investment actions and take full fiduciary responsibility for these actions. Transparency is key—the authorities and delegations are clearly defined in our advisory contract, plan management strategy document, and investment policy.

We support your business initiatives with our proprietary economic research. We provide custom research data based on your individual needs, whether that’s hedging strategies, labor negotiations, price negotiations, mergers and acquisitions, or something else.