While most of our services are aimed at helping individuals with their personal finances, many of our clients sit on the Board of Directors of charitable organizations or are responsible for their company's pension plan investments (401(k), Defined Benefit, Defined Contribution). To help them find the best solutions for their organization and to meet their fiduciary responsibilities, we have developed an alliance with one of the nation's most respected institutional investment management firms that specializes in managing pension plans, foundations, and endowments.

For pension plans with over $10 million in assets, or endowments with over $15 million in assets, we offer today's most advanced modeling techniques that analyze liabilities and evaluate different investments allocation strategies. There are many factors we consider, such as:

• For defined benefit plans, we are careful to tie the impact of investment performance to its real effect on issues like corporate funding, and accounting requirements, changing capital markets and shifting demographics in the work force.

• For endowments and foundations, we make it a point to incorporate important issues like spending policy, fundraising and charitable goals.

These are crucial liability issues you face on a regular basis, yet ones that the traditional risk/return approach cannot address.

As an executive or board member, you have a responsibility to many constituents—shareholders, employees, retirees, recipients of funding programs and so on. We can help you work through any conflicting issues with these constituents, by providing completely objective recommendations on which you can base your investment decisions.

If you have these types of fiduciary responsibilities, please contact us for more information.

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