Healthcare Organizations

FIA has been providing investment consulting services to the healthcare industry since our inception in 2006.  Our clients include large and small private medical practices and a variety of hospital plans, including endowments, pension, 401(k) and 403(b) plans.

Our healthcare clients most often utilize a full complement of our services on a retainer basis for all of the plans that they oversee. Operational assistance and plan governance are core components of our healthcare consulting services.  In addition to providing advice on investments, our consulting practice includes providing plan fiduciaries with a systematic way to regularly discuss, monitor and document all elements of the plans including: industry best practices, benchmarking and trends, legislative updates, fee reviews and negotiations, investment policy review, plan vendor services, plan design benchmarking and education for plan participants.

Success Story