Investment Consulting

Investment Consulting Services

Any consultant can look back in time and tell plan sponsors which investment manager performed the best. Francis Investment Counsel’s Investment Consulting Services help you look ahead. The professional expertise of our team, our hands-on approach to investment manager due diligence, and our forward-looking plan oversight services empower you with the research and resources to make informed decisions. Check out Insights from our Investment Consulting professionals.

Team Credentials

What do you get when you have Chartered Financial Analysts (CFA), a Certified Public Accountant (CPA), and a lawyer working for you? When you’re a plan sponsor, you get an unmatched level of expert consultation for your plan from a performance, legal, and cost-relevant perspective. Meet our team of Investment Consulting professionals.

Key Components of Service Delivery

Plan Oversight & ERISA Fiduciary Training

Implementation of regular oversight process, including quarterly meetings and ongoing training for retirement plan committee and support team members

Investment Policy Statement

Drafting and/or revising IPS according to industry best practices

Investment Manager Research

In-person site visits to all investment management organizations utilized, viewed solely through the lens of an ERISA fiduciary

Quarterly Meetings

In-person meetings to discuss industry trends, capital markets outlook, and plan performance

Plan Cost Management

Detailed analysis of all plan costs and fees, including relevant benchmarking and year-over-year comparisons

Annual Fiduciary Review

Comprehensive plan review documenting key statistics benchmarking and compliance processes

Vendor Search

Guided evaluation process of plan service providers, including summary of services and cost analysis

Contact Us to Learn More

Whether we’re consulting to your retirement plan committee or providing education to a room full of your employees, our advice is always objective and in your best interest. When you partner with us, we will take care of your plan and what matters most: your employees.