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OKEMOS: (517) 347-4337
NORTHVILLE: (248) 735-2444
FLINT: (800) 804-0420

INSTITUTIONAL SERVICES

Institutional Asset Management

FSG has the experience and resources to service institutional investors. We provide investment management and consulting to a variety of institutions including associations, foundations, and churches. It is our goal to provide small and medium institutional clients with the same level of service and expertise that their larger counterparts receive. One of the first steps we take when helping an institutional investor is to help them develop and follow an investment policy statement. This very critical document should not be over looked as it can help define the investment goals and strategies of your institution. The above video provides an insight into an investment policy statement.

Retirement Plans

Financial Strategies Group is passionate about helping plan sponsors increase efficiency, reduce liability and reduce the cost of their retirement plan. We will work with employers to ensure the highest quality of investments are available to plan participants and that plan participants are informed and educated.

A Complete List of Our Services

Investment Services

  • Investment policy development
  • Fund array design
  • Assist in the selection/replacement of fund managers
  • Monitor ongoing fund performance
  • Investment committee oversight

Plan Sponsor Support

  • Fee benchmarking
  • Plan assessment
  • Vendor search
  • Operational review

Plan Administration Support

  • Facilitate client meetings
  • Troubleshoot issues
  • Develop relationship plans
  • Technical support
  • Negotiate service contracts

Fiduciary

  • Fiduciary reviews
  • Assist in selecting co-fiduciary services

Participant Services

  • Employee communications design
  • Group and one on one participant meetings
  • How to prepare for retirement workshops

Analysis of Plan Design

  • Retirement income adequacy study
  • Safe harbor plan design
  • Nonqualified plan design
  • DB plan design

We are able to work with over 30 different retirement plan providers. This allows us to shop around and find the best provider for you at the best price. 

If you have questions about your plan or are interested in an analysis, please feel free to reach out to us. We offer a no cost, no obligation analysis of your Retirement Plan. We understand not every person we meet with will become a client but we believe the information you get out of this meeting will help you get the most out of your retirement plan.