Cerity Partners Retirement Plan Advisors LLC, operating as Cerity Partners Retirement Plan Consultants and Cerity Partners Institutional Consulting, is a registered investment advisor offering consulting and investment management services primarily to retirement plans and institutional clients such as corporations, public entities, endowments, and foundations. The firm provides both discretionary and non-discretionary investment management, asset allocation, portfolio operations, and risk management. Additionally, the retirement plan division assists plan sponsors with plan design, investment option selection, fiduciary services, and participant education. The institutional consulting division focuses on comprehensive portfolio design, mean-variance optimization, scenario analysis, and manager evaluation. The firm derives its compensation from asset-based fees, flat annual retainers, or hourly rates depending on the division and agreement. Cerity Partners Retirement Plan Advisors LLC is a wholly owned subsidiary of Cerity Partners LLC, which is backed by employees and institutional investors including Genstar Capital Partners LLC.
