Our associates are highly skilled professionals with significant consulting, insurance, financial and accounting backgrounds that will help fulfill your needs, including:
- Investment Consultants
- AIF®s, CAIA®s, CEBS®, CFA&®s, CFP®s, CIMA®s, EAs, FSAs, QPAs, RPA®s*
- Account Managers and Recordkeepers
- Benefit Plan Administrators
When you partner with us, you are working with experts who understand the business from every angle. On average, our senior consultants have over 15 years of hands-on experience working with an array of retirement and benefit programs.
*Accredited Investment Fiduciary (“AIF®), Chartered Alternative Investment Analyst (“CAIA®), Certified Employee Benefit Specialist (“CEBS®), Chartered Financial Analyst (“CFA®), Certified Financial Planner (“CFP®), Certified Investment Management Analyst (“CIMA®), Enrolled Actuary (“EA”), Fellow of the Society of Actuaries (“FSA”), Qualified Pension Administrator (“QPA”), Retirement Plans Associate (“RPA®) | 1022.S1014.0066