We BELIEVE that raising assets is the reward but making a difference in our clients' pensions and their work opportunities are the goal.
We HELP identify investment strategies and specific investment managers that can best benefit our clients.
We PROVIDE education on the investment process so trustees and the investment consultant can make confident, informed decisions.
We ALWAYS interact with the investment manager to assure that together we are serving the client in the most effective and efficient manner.
We ARE client advocates.
We understand who has the power on benefit funds to execute action and make decisions.
Our combined backgrounds allow us to be an extension of an investment manager’s marketing team by assisting with education prospects, coordinating sales efforts, and raising assets effectively and efficiently.
We have an innate understanding of the nuances of Taft-Hartley sales reducing time and sparing internal resources.
We have the ability to discuss with clients their needs, interact with their investment consultant and other fund professionals to make sure that funding transitions and ongoing management are appropriately handled.
As client advocates, our goal is to help to identify investment strategies and specific investment managers that can benefit our clients; educate them on the investment process so they can make confident and informed decisions; and interact with the investment manager to assure that they are serving the client in the most effective and efficient manner.
COMING SOON !!