Team History

We are a team of consultants who have dedicated our careers to serving Defined Contribution (DC) plan sponsors.  Our team averages over 20 years in the DC industry and over 22 years in the financial industry.
Our founding partners have worked together since 2006, including managing our own firm since 2010.  Our experience ranges from working with small start-ups (spinoffs) to multi-billion dollar retirement plans.  Regardless of plan size and characteristics, we bring a pro-active, customized approach to each client.

We offer our clients a unique and holistic consulting approach as each of our consultants has spent portions of their respective career working on both the institutional recordkeeping and asset management sides of the DC business.  As such, our hands-on experience extends beyond investments to include practices such as pricing and benchmarking recordkeeper services, collaborating with trust companies, developing participant communication material/messaging, and managing fiduciary risk.

From a pure investment perspective, we have spent the bulk of our careers not only consulting to DC plan sponsors but also developing the investment platforms behind our recommendations.  This dual role allows for an efficient flow of information to our clients and truly customized recommendations.  Furthermore, managing investment platforms through multiple market cycles has helped us develop an investment research and selection process specifically dedicated to the needs of DC plan sponsors and their participants.