Vergence Institutional Partners offers pension consulting services to employee benefit plans and their fiduciaries. These services include plan reviews, fund selection advice, investment performance monitoring, and ongoing consulting. Vergence customizes its services to each client's needs, offering fiduciary process consulting, investment policy design, fiduciary training, investment menu design, investment manager search, investment reporting, plan feature analysis, managed accounts program review, and recordkeeping vendor search.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$25,000 - $150,000
Hourly Rate:$100 - $500/hr
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