Your clients demand investment expertise. We are committed to excellent service.
Our experience and depth of resources in implementation, fund solutions and customized investment products make possible the innovative solutions we can help you provide to clients of all sizes, including defined benefit, defined contribution and non-profit funds.
A suite of solutions including:
We work with clients in various stages
Our comprehensive pension plan management solutions are designed to meet your unique needs. Whether you have an ongoing pension plan, transitioning a frozen plan, maintaining a well-funded closed or frozen pension plan, or terminating one, we're here to help. Our collaborative approach tackles funding and volatility issues and implements pension risk transfer strategies to improve total portfolio outcomes.
Offering direct select exposures and multi-manager funds to benefit your clients.
We design, build and monitor your client's plan
Complete fiduciary solutions, LifePoints Target Date strategies, custom glide path management, stand-alone multi-asset options and investment consulting.