Specialized solutions with specialized support
When you partner with Inter Consulting, 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, Inter Consulting employs a broad range of investment strategies and 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 by following a streamlined process adhering to established fiduciary standards. Inter Consulting advisors rely on the extensive breadth of resources curated to create a comprehensive investment strategy that meets their 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 are 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 just a paycheck. We’ll work together to help design retirement plans that align 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 their every decision. At Inter Consulting, 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.
Institutional difference
Our disciplined approach to investment management allows you to focus on meeting your organization’s unique mission. No matter your needs, we’ll work with your advisor to implement a consulting strategy tailored to your business, starting with the development of investment objectives and a formal investment policy statement.
Our access to institutional-class managers, an independent due diligence process and specialized research allows us to provide a higher level of investment insight and strategic thinking. Through ongoing guidance, monitoring, customized performance reporting and attribution analysis, we’ll help you adapt to market conditions while working to fulfill your stated goals and objectives.
Fiduciary standard
We adhere to established fiduciary standards with a streamlined process for oversight, reporting and documentation, supporting advisors and committees in meeting their duties.
Additional benefits
Integrated technology, customized education, and a comprehensive product platform help keep your program productive, connected and aligned with stakeholder needs.
A prudent process
A disciplined approach to institutional investingWe follow a four-step prudent fiduciary process, one that has been developed by Inter Consulting over years of serving a wide array of institutions, from local businesses to large corporations, as well as diverse sectors such as endowments and municipalities. To help meet your distinct needs, our investment stewards follow and document each step of our defined process while observing best practices.
Ongoing support
Once our investment process has been established and the investments implemented, we’ll continue working to help fulfill your goals. In addition to continuously monitoring and reviewing your investments, we’ll offer you a detailed Client Service Plan, a unique monitoring tool that summarizes performance information relative to defined monitoring criteria. Our Client Service Plan assists in the organization, scheduling and documentation of a disciplined investment management process. This tool also serves to document your stewardship, helping facilitate effective and efficient decision-making.