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  INVESTMENT ADVISORY CONSULTING  
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Investment Advisory Services
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Regulatory & Compliance
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  We take a holistic approach to defined contribution plan investment consulting. We partner with you to help you fulfill your fiduciary obligations. We provide you with independent, professional investment advice; we are not an asset manager, we help manage the asset managers.

We offer high level investment strategy and consulting services to help you meet your investment and business objectives. These services include:
 
  • Investment policy statement creation
  • Program benchmarking
  • Cost analysis
  • Monitoring & reporting
  • Manager searches
 
           
   

Investment advice provided by USI Advisors, Inc., a federally registered investment advisor and an affiliate company of USI Consulting Group.

     
           
         
       
 
 
     
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