By focusing our expertise on institutional investors that include qualified and non-qualified corporate retirement plans, Taft-Hartley plans, government plans, endowments, foundations and family offices – our clients receive counsel that is built upon more than twenty years of experience working with investment committees, trustees and boards of directors. For more on how we can assist your organization, please visit Retirement Plans, Endowments & Foundations or Family Offices.
Services
10391 Double R Boulevard, Reno NV 89521-5991 (775) 826-6400
“Second, the committee via establishing procedural prudence and by hiring a qualified, independent investment consultant reduced their risk of legal liability for selecting, monitoring and replacing the plan's investments”
