Those responsible for overseeing municipal asset pools are confronted by an ever-evolving landscape highlighted by volatile capital markets, budgetary & fiscal constraints, and more burdensome financial reporting requirements. Solutions that assimilate the perspectives of your other service providers (e.g., the plan actuary) often represent the most effective way to manage these challenges. As a result, our firm works very closely across all of your constituents in building comprehensive investment solutions.

Our firm has provided a comprehensive suite of consulting services to municipalities since our inception, and our municipal consulting practice is among the largest in the Northeast. Our consulting capabilities extend across the variety of asset pools that exist within a municipal setting, and we currently service an array of pension plans (some of which include pension obligation bond proceeds), OPEB trust funds, and other regulated asset pools. The practical experience we have gained from serving municipalities for many years is supplemented by our active participation in events and organizations that exist to support municipal investors. We regularly attend and speak at national, regional, and state government finance officer organizations (GFOAs) and public pension trustee forums.

Municipal Retirement Plans We Manage:

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