Specialized solutions with specialized support
When you partner with Inter Consultant, you can be confident you’ll receive the highest fiduciary level of prudent care available. Guided by our firm’s long-term, client-first approach, we employ a broad range of investment strategies and provide extensive support to deliver the exceptional service clients deserve and expect.
Specializing in everything from strategy development and investment research to reporting and oversight requires a specialized team of professionals. The Institutional Fiduciary Solutions team supports advisors and their clients via a streamlined process that adheres to established fiduciary standards. Our advisors rely on a wide breadth of resources curated to create a comprehensive investment strategy that meets clients’ fiduciary needs and obligations.
We serve a wide range of retirement plan, institutional and nonprofit clients, including:
- Foundations
- Endowments
- Nonprofits
- Large corporations
- Small business owners
- Government entities
- Municipalities
- Insurance companies
- Taft-Hartley plans
- ERISA 401(k) & 403(b) plans
- Deferred compensation plans
- Defined benefit plans
- Profit-sharing plans
- SEP plans
- SIMPLE IRA plans
Institutional Clients
Your organization isn’t like the others. Neither are we. Together with your advisor, we’re committed to creating an investment plan aligned with your organization’s mission and goals.
Retirement Plans
We know your employees depend on you for more than a paycheck. We’ll work together to design retirement plans that help them pursue the retirement they envision with the quality of life they deserve.
Our mission is to support your mission.
Every organization has a unique mission – one that aligns with their goals and drives every decision. At Inter Consultant, we understand these obligations. To help ensure we deliver the best possible service, our team implements industry-leading best practices while following a disciplined, time-tested process.
Our disciplined approach to investment management lets you focus on meeting your organization’s mission. We partner with your advisor to implement a consulting strategy tailored to your business, beginning with clear objectives and a formal investment policy statement.
We follow prudent fiduciary practices designed to document each step of the process – from due diligence and monitoring to reporting and fee transparency – helping you satisfy oversight obligations.
Access to institutional-class managers, independent research, customized performance reporting and attribution, and ongoing education for committees and plan sponsors.
Institutional difference
Our access to institutional-class managers, an independent due diligence process and specialized research allow us to provide a higher level of investment insight and strategic thinking. Through ongoing guidance, monitoring and tailored reporting, we help you adapt to market conditions while working to fulfill your stated goals and objectives.
A prudent process
A disciplined approach to institutional investing
We follow a four-step prudent fiduciary process – developed by Inter Consultant over years of serving a wide array of institutions, from local businesses to large corporations, as well as sectors such as endowments and municipalities. To meet your distinct needs, our investment stewards follow and document each step while observing best practices.
Ongoing support
Once our investment process has been established and the investments implemented, we continue working to help fulfill your goals. We provide a detailed Client Service Plan – a monitoring tool that summarizes performance relative to defined criteria – assisting in the organization, scheduling and documentation of a disciplined investment management process.
UNDERSTAND
ANALYZE
IMPLEMENT
MANAGE