Corporate Defined Benefit
Preserving and growing pensions for financially-secure retirements.
We offer thoughtfully tailored retirement planning investment solutions for defined benefit pension plans, including traditional and cash-balance defined benefit plans, VEBAs, supplemental retirement plans, and corporate foundations. Choose your preferred level of engagement, ranging from our advisory services to discretionary OCIO solutions.
Our dedicated team of corporate pension advisors are proficient in developing innovative and enduring investment strategies, ranging from custom glide-paths to robust growth portfolios. Our research capabilities, including over 25 experts in alternative assets, signify one of the most considerable commitments among investment consultants.
85+
Corporate pension plans
$110B
Aggregate assets
More About Our Services
We manage a range of plans including traditional and cash-balance defined benefit plans, VEBAs, and supplemental retirement plans.
Our team offers deep expertise and tailored strategies that are backed by extensive research in both traditional and alternative investments.
We maintain open communication, regular reporting, and a commitment to transparency through our privately owned structure focused on fiduciary duty.