Integrated investment advisory services that can yield significant savings, while mitigating risk

We understand the responsibility and risk that comes with offering a pension plan and have the resources, bench strength and experience to help you meet your objectives and reduce risk to your organization.

The governance of pension plans involves several different professionals, whose contribution to the plan’s success needs to be coordinated and managed. Our investment consultants work closely with the actuaries to provide our clients with a prudent asset-liability oversight structure.

We are dedicated to risk management and produce:


Asset allocation studies


Asset-liability reviews


Fiduciary oversight & reporting


Glide path analysis


Investment manager research


Portfolio construction

USI Consulting Group is your trusted partner – driving positive outcomes for you and your employees

  • Provide objective expert investment and plan funding guidance
  • Offer advice that aligns with organization’s investment goals and risk tolerance
  • Coordinate with multiple service providers to develop an efficient asset allocation strategy in accordance with plan liabilities
  • Utilize best-in-class investment strategies from multiple asset managers

Investment advice provided to the Plan by USI Advisors, Inc. Under certain arrangements, securities offered to the Plan through USI Securities, Inc. Member FINRA/SIPC. Both USI Advisors, Inc. and USI Securities, Inc. are affiliates of USI Consulting Group. | 1023.S0227.0017