USI Advisors offers investment supervisory and consulting services to institutional clients like retirement plans and corporations. Services include developing investment policy statements, asset allocation, manager searches, and ongoing performance monitoring. USI Advisors may recommend unaffiliated sub-advisors. They also offer plan consulting services related to plan administration and compliance. USI Advisors does not provide tax qualification reviews, custody of plan assets, or discretionary plan administration unless explicitly agreed upon.
Fee Structure
USI Advisors provides investment advice and consulting services, primarily to institutional clients. Fees for these services are negotiated. Clients can pay via a "hard-dollar" fee (flat or percentage of assets) or indirectly through certain investment/insurance products. In some cases, affiliates of USI Advisors may receive compensation from third parties, which can be used to offset the advisory fee. USI Advisors may recommend a sub-advisor, whose fees are paid by USI Advisors.