Skip to main content

Institutional Investment Consulting

As a retirement plan sponsor, endowment, foundation or native nation—you deserve sophisticated investment advice coupled with down-to-earth explanations.

These are the principles that guide our collaborative work with a variety of investment plan types. With a proven track record of achieving results, and deep knowledge of the regulatory environment, we are ready to help you meet the investment goals of your organization or retirement plan. Our aim is to go beyond your expectations with:

  • Investment selection and monitoring driven by cutting-edge portfolio analytics methodology
  • In-house investment research and sophisticated capital market assumptions
  • In-person money manager interviews to make prudent fund and investment recommendations

What you can expect

When you engage us to collaborate on caring for your organization’s investments, count on us to:

  • Complete strategic planning and goal setting for institutional investments
  • Develop an investment policy statement 
  • Identify risk tolerance based on your retirement plan or trust account's demographics
  • Research and analyze investments
  • Provide deep experience in the creation and monitoring of custom risk and age-based model portfolios
  • Conduct quarterly investment reviews
  • Navigate regulatory and compliance updates
  • Learn about fiduciary roles and responsibilities
  • Research and select potential recordkeepers, and other types of service providers, by conducting and evaluating requests for proposals (RFP) and requests for information (RFI)
  • Develop communication or education strategies to participants or beneficiaries through participant financial wellness services, if desired

A Comprehensive Approach

Advanced Capital Group provides a holistic approach to financial strategy.

Put our vision to work for you

Collaboration is a core value for our team and for our work with clients. To build a customized relationship, we need to understand your situation, priorities and goals. Submit an online request for proposal (RFP) to learn how we can help you succeed.