Investment Consulting ServicesTailored Institutional Services
From outsourced chief investment officer (OCIO) services that free up time for your team to focus on other priorities to a-la-carte projects, we provide a variety of services to meet your plan’s unique needs. We embrace our role as fiduciaries and pride ourselves on our ability to assemble prudent investment solutions that meet your goals.
Defined Contribution Plans
We partner with plan sponsors to develop intuitive defined contribution (DC) retirement plan designs that help reduce fiduciary risk while promoting long term financial wellness for the participants. Our unbundled approach provides full flexibility in the selection of service providers and investment options. This paired with our focus on share class appropriateness, fees, and performance ensures that your DC plan meets the needs of your organization and the participants.
Defined Benefit Plans
From traditional investment consulting to full discretionary OCIO services, we offer a wide range of customized solutions to service defined benefit pension plans. Our holistic approach to asset allocation, risk management, and fully customized investment programs help our clients meet their long-term obligations while managing the short-term turbulence of the markets.
Healthcare Insurance Funds
The need to earn an investment return while managing portfolio volatility and preserving capital is a unique challenge that self-funded health insurance plans face. At ICS we leverage our asset allocation and risk management expertise to create a well-balanced asset allocation that meets the organization’s goals.
Because of the unique goals and missions of nonprofit organizations, we design fully customized investment programs to align your investments with your organization’s mission. We understand that every dollar that is spent on fees reduces the good that your organization can do. Our long-standing focus on reducing investment management fees can put your organization one step closer to reaching its goals.
ICS Pooled Employer Plan
For small and mid-sized employers looking for a less administratively burdensome alternative to a single employer 401(k), we sponsor the Investment Consulting Services Pooled Employer Plan* (ICS PEP). Our PEP is designed to give participating employers control over many aspects of plan design while outsourcing the time-consuming operational and investment responsibilities.
*Registered as the Investment Consulting Services Pooled Employer Plan with the Department of Labor.
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