USI Advisors, Inc. is an affiliate company of USI Consulting Group and a Securities and Exchange Commission (SEC) registered investment advisor.

As your hands-on registered investment advisor, we strive to provide you with the perspective, counsel and support you need to fulfill your fiduciary obligations and help you feel comfortable choosing the best set of investments for your retirement plan(s).

USI Advisors, Inc. provides independent, comprehensive advice to help you with:

  • Investment Policy Statement
  • Asset allocation consulting & Risk management
  • Capital Markets analysis & review
  • Investment infrastructure review & Asset class offering/utilization
  • QDIA & Custom products
  • Investment manager search & selection
  • Investment expense/Share class review & negotiation
  • Ongoing asset manager due diligence
  • Fiduciary oversight, monitoring & reporting
  • Benchmarking services
  • Review & advice of Capital Preservation vehicles
  • Custom LDI portfolios supported by our Actuarial team
  • Glidepath to termination

Investment Advice for institutional retirement plans provided by USI Advisors, Inc. Under certain arrangements, securities offered to the plan through USI Securities, Inc. Member FINRA/SIPC.
95 Glastonbury Blvd., Glastonbury, CT 06033 (860) 652-3239 | USI Consulting Group is an affiliate of both USI Securities, Inc. and USI Advisors, Inc.