Investment Consulting


FIRM advises on defined contribution 401(k), 401(a), 403(b), and 457 plans, and traditional defined benefit pension plans.

As an independent advisory firm, we work exclusively for you. Our recommendations to you and your employees are objective and free of conflict of interest. We accept fiduciary status as a 3(21) advisor or can take on full discretion under ERISA Section 3(38).

Our investment process entails understanding our clients’ objectives, setting an investment policy statement, analyzing the risk and return associated with asset allocation strategy, conducting in-depth and ongoing due diligence of investment managers, preparing customized performance reporting and attribution analysis, and fulfilling our clients’ requests for information.

Check the background of investment professionals associated with this website on FINRA's BrokerCheck.