Retirement Plan Consulting
Helping your employees and executives plan for retirement.
How effectively do you manage the investment and fiduciary decisions concerning your employee benefit plans and other institutional pools of assets? How expertly do you measure and manage risk and expenses? Do you protect yourself from legal liability by conforming to fiduciary standards of care and prudence? Do you apply sufficient expertise, resources and objectivity when evaluating your asset allocation, new investment opportunities and actual investment results?
Combined experience - financial and fiduciary. Educated and timely decision making based on deep and extensive research and market knowledge. Dedicated, skilled professionals. These are some of the key elements to achieving your organization's portfolio goals.
Gallagher’s Investment & Fiduciary Consulting team applies its proven approach to traditional and alternative investments as both an advisor and a discretionary fiduciary (including OCIO) over defined benefit plans, VEBAs, defined contribution plans, hybrid or "variable" pension plans, endowments, foundations, healthcare and religious portfolios. With a clear understanding of the benefits and risks to investment decisions, your Gallagher advisor helps you make well-founded, informed choices.
At Gallagher, we operate with objectivity--independent and free of conflicts of interest. This allows us to focus on solutions that best meet your needs. An open investment platform with only third party investment funds (no proprietary funds), no "pay to play" money from investment managers and no soft dollar payments.
Drawing on the knowledge and experience of your partners is something you should be able to count on. In changing market conditions, both short- and long-term financial objectives face daily threats. With Gallagher, you have an experienced advisor in our team of senior investment and fiduciary professionals who conduct the analysis and work directly with you.
Our institutional investment and fiduciary services include:
What makes us different? We have dedicated senior institutional investment professionals with deep understanding of the financial and fiduciary elements of investment decision making work with you. The team brings extensive experience with traditional and alternative investments, both as advisor and fiduciary decision-maker. We use an open investment platform promoting customized solutions that meet your needs, are independent and free from conflicts of interest.
Acting as a special purpose independent fiduciary decision-maker or Qualified Professional Asset Manager (QPAM) on behalf of ERISA-regulated benefit plans and other institutions governed by ERISA or similar fiduciary standards, the Investment and Fiduciary Consulting team offers extensive expertise and experience in structuring, analyzing and making decisions regarding benefit plan investments, investment transactions and overall investment programs. In these types of engagements, we replace regular decision makers who encounter conflicts of interest, regulatory requirements or other circumstances that suggest — or require — that a qualified, independent third party take fiduciary responsibility for a particular asset or transaction.
Our distinctive qualifications to fiduciary decision-making assignments include:
As a fiduciary decision-maker, our firm provides:
Investment advisory, named and independent fiduciary services are offered through Gallagher Fiduciary Advisors, LLC, and an SEC Registered Investment Adviser. Gallagher Fiduciary Advisors, LLC is a single-member, limited-liability company, with Gallagher Benefit Services, Inc. as its single member. Neither Arthur J. Gallagher & Co., Gallagher Fiduciary Advisors, LLC nor their affiliates provide accounting, legal, or tax advice.
As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.