USI Advisors is an institutional-focused investment advisor and pension consultant that has been in business since 1994. The firm provides investment supervisory services and investment advisory consultation services primarily to employer-sponsored retirement plans, corporate pension and profit-sharing plans, endowments, charitable organizations, and other institutional investors. USI Advisors operates as part of a broader employee benefits and insurance consulting group, offering services such as investment policy statement development, asset allocation modeling, manager search and due diligence, ongoing performance monitoring, and defined benefit plan asset liability analysis. The firm offers both discretionary and non-discretionary services, meaning it can either make investment lineup decisions on behalf of a plan sponsor or provide recommendations for the client to approve. Additionally, through affiliated entities, the organization offers third-party administration, recordkeeping, and insurance products. USI Advisors does not directly manage individual retail client portfolios or provide personal financial planning, focusing instead on institutional retirement plans and plan sponsors.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.