Defined Benefit Plan Services

We provide outsourced CIO services to defined benefit pension plans.  Our dedicated team of experts help fiduciaries develop an appropriate investment strategy, research and select investment managers, provide oversight and reporting, and safeguard assets.

Clients benefit from simplified plan management, delegation of activities such as rebalancing and cash management, and potentially lower plan management fees. Additionally, our robust and comprehensive reporting allows fiduciaries to track progress against the plan objectives.

Want to learn more?


Contact us today and we will connect you with an expert advisor who can tell you more about our Defined Benefit Plan Services.

  • Asset Allocation Advisor
  • Trust & Custody
  • Manager Selection
  • Oversight & Reporting
  • Investment Management
  • Liquidity Management

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