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.