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Investment COnsulting THat FOcuses on the bigger picture.

Everything we do is driven by our passion to gain a clear understanding of your situation and deliver investment advice specific to your needs.

How we help our clients

Click a focus area to learn more about our consulting and advisory practices.

Private Wealth

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Karen Harding, CFA

Partner

Private Wealth

We listen to you, understand your goals, and provide a clear, unconflicted way forward

Today’s world is filled with noise, advertisements and aggressive salesmen. We combine high-touch client service, a differentiated investment perspective, and specialized staff to address complex wealth challenges without compromising your values.

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Corporate Defined Benefit

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Craig A. Svendsen, CFA

Partner

Corporate Defined Benefit

Passionate about designing and delivering custom solutions for clients

We partner with our clients, providing the expertise to preserve and grow your pension assets. We keep clients well-informed of the latest industry trends, legislation, investment products and services to help plan sponsors deliver on the retirement promise.

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Defined Contribution

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Christine A. Loughlin, CFA, CAIA

Partner

Defined Contribution

We design plans so your employees can retire securely

We recognize the challenges you face in leading employees to a comfortable retirement. Our experts help relieve your fiduciary burden and deliver leading plans designed to encourage participants to save more and invest appropriately for retirement.

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Endowments & Foundations

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Cathy Konicki, CFA, CAIA

Partner

Endowments & Foundations

At times, balancing your philanthropic goals with managing your investment portfolio can seem to be at odds

We see a growing need for non-profit institutions to have a solid connection between their mission, investments and governance. We help you make that connection and have built a proprietary approach to maximize the impact of your investment portfolio on the broader organization. We provide the support to bridge your investment and mission focus. To us the goal is simple: your mission is our mission.

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Healthcare

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David W. Moore, ARM, CEBS, CPCU

Partner

Healthcare

The complexity of Healthcare Organizations extends beyond your investments pools

Disparate investment pools and objectives create additional complexity requiring sophisticated investment solutions. Our specialists see the big picture, helping you by providing incisive investment and industry insight, allowing you to fulfill your mission while delivering the best patient care.

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Insurance

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Bradley S. Smith, CFA, CEBS

Partner

Insurance

Insurance pools require deep research to manage complex liabilities in an evolving investment and regulatory environment

Our insurance expertise is driven by our understanding of how to integrate asset and liability considerations. Our approach is focused on managing forecasted assets relative to liabilities while growing your surplus within a heavily regulated market.

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Public Funds

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Kevin M. Leonard

Partner

Public Funds

We are strategic partners with the public fund community

Public Funds are looking to grow assets in excess of actuarial assumptions. We work with you to navigate today’s complex markets and deliver on the retirement promise for your employees.

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Taft-Hartley

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John M. Elliot

Partner

Taft-Hartley

Our goal is to help all members and their families retire comfortably

Taft-Hartley plans are facing more investment and regulatory challenges than ever before. We know your goal is to improve benefits, keep your members working and deliver on the retirement promise. Our team’s deep roots in Labor allow us to fully understand the unique challenges you face and invest your programs to meet your goals.

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Research

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Timothy F. McCusker, FSA, CFA, CAIA

Chief Investment Officer, Partner

Research

The road to successful outcomes is paved with sound research

Research is the backbone of our custom investment approach. Our large research team looks across the asset class and liquidity spectrum to deliver optimal investment ideas. As others move toward a library approach, we believe in the power of deep and focused research.

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