Serving the interests of clients and professional advisors
Our firm was founded on the belief that off-the-shelf solutions are not good enough for our clients. Decades later, we are recognized as thought leaders with a history of developing solutions that set new standards for effectiveness, endurance and administrative efficiency.
We have deep expertise and experience in employee benefits, retirement plans, compensation, human capital and insurance. We advise on some of the most complex and pressing matters for clients throughout the country. We serve corporations, investment and private equity groups, professional firms, colleges and universities, non-profits, banking and financial institutions, municipalities, utilities, and affluent families.
- Health & Benefits
- Retirement Plan Services
- Compensation & Human Capital Consulting
- Private Client & Executive Life Insurance
- Risk Management Consulting & Brokerage Services
- Transaction Services
