Our pension services are as diverse and all-encompassing as the needs of the institutions we serve.
When it comes to the security of your members’ retirement savings, there is no room for unnecessary risk. Our wealth management services are rooted in reliable, proven strategies aimed at preserving and increasing your institution’s wealth over time. We take a holistic approach to financial care, getting to know your Board of Trustee team personally, so we can best understand your pension’s goals through the people who run it.
Here’s what matters most to us:
We will follow your Investment Policy Statement to ensure that your account is invested properly as is defined in writing. If you do not have an Investment Policy Statement, we will help you draft one.
Whether it’s investing to maximize income, preserving capital, or investing in community through socially responsible investments (using ESG analysis), we can support your members’ needs, wants and goals for the future.
You’ve worked hard to get where you are in life, and we understand the stress involved in running a pension. We can help by making sure your members are getting what they want and at a good value. Let us make the most of your institution’s wealth so you can enjoy each day.
The best things in life are often the most simple. We believe that wealth management should enhance your life, and never complicate it. To learn more about how we can preserve your institution’s assets, grow its wealth, and peace of mind knowing you’re living up to your fiduciary responsibilities in the best way possible, please contact us!