Balance Purpose with Fiscal Policy

Understanding and experienced in the intricacies of responsibility when advising on corporate retirement plans, executive compensation programs, endowments and foundations, we offer the perspective, skills and processes to help simplify complexities and maximize your organizational goals.

Supporting Your Objectives

As your trusted advocate, we tailor strategies and solutions that serve to support fiduciary responsibility and ultimately augment your organization’s goals.

Corporate Retirement Plans

We provide comprehensive retirement plan services aimed to balance the needs of your business with those of your employees to help build strong futures.

Depending on the scope of engagement, we can act as either your corporate retirement plan’s

  • ERISA Section 3(38) Fiduciary or
  • ERISA Section 3(21) Consultant.

Investment Strategy and Management

Our experienced team works with you to understand your objectives and develop an investing program that supports them.


We work with you to design a plan to help maximize organization and participant goals.

Participant Education

Our team takes a purposeful approach, offering ongoing information and insight to help keep your employees informed and engaged.

Service Provider Analysis

We evaluate your existing service providers and conduct due diligence on potential alternative providers.

Endowments and Foundations

We work with your organization to provide objective advice, investment management and a disciplined process to help ensure you are meeting your mission’s mark and your fiduciary responsibilities.

  • Investment Policy Statement consultation and development
  • Strategic asset allocation decisions
  • Discretionary investment management
  • Manager search and selection
  • Performance reporting and monitoring
  • Investment fee analysis

Providing A Dynamic Offering

We offer an array of consultative services to align our advice with your purpose.

Counterweight Institutional Consulting

Retirement Plan Custodian

Pension Investment Management

Competitive Benchmark Analysis

Asset Allocation Decisions

Investment Due Diligence and Monitoring

Executive Compensation Strategies

ERISA Fiduciary Obligations

Business Succession Planning and Merger and Acquisition Analysis

Employee Financial Literacy Education

Investment Policy Statement

Retirement Plan Design

Third-Party Administration