Let's take a hard look at your goals.
Too often, investment advisors talk about "achieving financial goals" in terms of exceeding arbitrary market benchmarks. They may pay lip-service to "liability-driven investing" without recognizing that properly adopting this concept changes almost everything about how a plan is managed. We don't think success should be based on the number of managers, asset diversification or how complex the plan is – the things that often help investment advisors stay employed. We base success on whether plan funding levels improve within the prescribed risk tolerance.
P-Solve is different.
At P-Solve, we serve as an expert partner, providing proactive, tailored advice that helps our clients implement the best possible solutions for managing defined benefit pension plans. We evaluate your pension plan within your overall corporate finance position and develop a strategy that sets out specific goals for funding levels and ultimate risk. For many clients, this means implementing changes that get the pension plan off the balance sheet. We stand behind our recommendations—in some cases we've even structured our compensation so that we're incentivized to get clients to their goal and reduce unnecessary risks.
We take a new approach.
Gone are the days when a set-and-forget asset allocation and quarterly pension committee meetings cut it. The tougher accounting and regulatory regime that companies face today demands smart strategies that address the new market dynamics. P-Solve provides actionable investment and actuarial expertise and world-class experience combined with independence and ERISA co-fiduciary status, ensuring our clients receive only the best possible advice and service.
Let's talk.
Ready to see what P-Solve can do for you? Call Dan Desmarais at (508) 620-7110 ex.28 or email dan.desmarais@psolve.com to set up an appointment.