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Average Savings Are $80,000 Per $10 Million In Assets

This program targets plans of $100,000,000 or higher. A $300,000,000 plan was able to reduce their costs by $32,000,000.

A Partner In Plugging Financial Leakage In Your Program

Investment management, expense management for pension, mutual funds, hedge funds, investment manager, insurance company, endowments, and trust performance.

Case Studies

$25B Investment Manager Assistance


  • Utilizing our experience, industry knowledge, tested approach, and program management, we gathered information and formulated the business requirements.
  • We architected the functional structure of the new firm and identify solutions for the required functions.
  • Best-fit providers were sourced
  • Service Contracts were negotiated
  • Implemented institutional grade providers able to withstand regulatory and client scrutiny- while agile enough to scale up and down as the business's needs fluctuated.
  • An efficient, on-time setup and implementation of highly scalable, best-in-class providers were paired with the client.
  • This provider fits the business's current requirements and culture- while still being able to minimize the financial impact.

Pension Plan Services

  • Pension plan underfunded by $2.5 Billion
  • Client was trying to find ways to reduce its funding gap and cash contributions
  • Ensure that its fees to service providers were properly calibrated.


  • Analyzed plan expenses and provider contracts
  • Developed and implemented cost-reduction strategies for investment management, global custody, FX, see lending, trading commissions, professional services and other expense areas.
  • Aligned fees to market rates
  • Provided confidence that the plan service fees are aligned with the market


$3.5 Million reduction in annual expenses

How much leakage?

Our clients are surprised about the extent of the financial leakage and the improvements that we can make. Our clients normally see between 17 - 25% savings, which we can maintain year after year.