INVESTMENT ADVISORY CONSULTING

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 for institutional accounts provided by USI Advisors, Inc. USI Consulting Group is an affiliate of USI Advisors, Inc.