Administering pension and retirement plans or managing funds for a non-profit foundation requires special expertise—and those challenges play to our strengths. Our disciplined approach to money management is a perfect match for the needs of institutional investors. We follow a disciplined investment philosophy and process that involves drafting an Investment Policy Statement, allocating funds to various asset classes, selecting money managers, determining target returns and reviewing them against appropriate benchmarks, and rebalancing as the market or changes in your goals warrant.

When we manage the 401(k) plan for a local company or town government, our program delivers big-plan features at small-plan prices. In addition to solid investment choices, we’ll work with you to educate your employees and ensure that as a fiduciary you comply with requirements of the ERISA code. If you serve as a fiduciary for a foundation or non-profit, in addition to managing assets, you can count on us to consult with your Board regarding annual budgets and projected cash flows. We’re also pleased to meet with potential donors to assist with their charitable giving programs.