Institutional Investment Consulting offers consulting services to defined contribution, defined benefit, and non-qualified plans. They provide advice on asset classes and investment alternatives, assist in developing investment policy statements, and monitor investment options. They also offer non-fiduciary services such as plan administration and vendor management. The firm does not provide services related to employer securities, ESOP plans, real estate, or other hard-to-value assets.
Assets Under Management$130M
Clients45
Advisors5
Avg. per Client$2.8M
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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