Experienced investment guidance for corporations and nonprofits
We are highly experienced in helping corporations and nonprofits with essential needs such as retirement plans and other group benefits, investment management and cash management strategies.
Our retirement plan consulting services include development of an Investment Policy Statement, target allocations, the selection, evaluation and monitoring of investments, plan benchmarking and provider reviews, yearly annual reviews and on-site education of employees who participate in the plan.
Our institutional clients also rely on us for short-term and long-term capital management and lending needs. With the added resources of Raymond James, there are a number of options that may be unique and beneficial to entities having large reserves of cash, such as earning interest on funds awaiting investment.