We take a holistic approach to defined contribution plan investment consulting and 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 for institutional accounts provided by USI Advisors, Inc. USI Consulting Group is an affiliate of USI Advisors, Inc. | 1023.T0118.0006