What We Do

Strategies LLC was built to service the needs of qualified retirement plans and other institutional investors. As a result, our organization is structured into three primary areas: Investment Consulting, Plan Consulting and Participant Education and Advice.

Our Investment Consulting group's non-discretionary services consist of assisting institutional investors create investment option menus or portfolios while incorporating decades of experience to this process. Ongoing due diligence by our investment committee is paramount while our organic reporting is specifically geared toward fulfilling fiduciary responsibilities and following investment policy statements. Our discretionary investment management functions include sub-advisory and advisory services for Collective Investment Funds, trusts and other institutional accounts.

And yes, you're correct, we promise to never cross-sell you that five star insurance product or mutual fund. Never.

While the Investment Consulting geeks do their thing, our Plan Consulting team keeps an eye on the bigger picture and becomes advocates for our clientele while managing their vendor(s). Can you say fiduciary reviews, plan design and benchmarking, regulatory updates, total cost evaluations, RFP/RFI, fee negotiations and more?

Educating and advising participants of qualified plans is a critical function of Strategies LLC. Not to brag, but we provide services such as replacement ratio studies, communication strategies, customized group meetings, one-on-one advice and, what the heck, overall participant support.

Bottom line, our Plan Consultants take care of the plan, the plan sponsor and their participants so our clientele can do better things with their time and rest easily, free of fiduciary and ERISA party fouls.