Through individualized personal relationships, The Optimal Service Group's Institutional Consulting Services team helps set the framework for your investment plan.
 

Our institutional team works with insurance companies, endowments, foundations, corporate retirement plans and high net-worth individuals, to formulate investment strategies that may enhance each client's potential to reach their expected total return and/or income objectives.

Our portfolio management solutions include investment policy development, asset allocation/liability modeling, risk management, surplus management, income optimization, as well as tax, regulatory and reporting capabilities.

Our mission is to assist our clients in developing and implementing effective investment strategies, through sound and objective advice, in a dynamic global capital market environment.

 
 
Barron's names The Optimal Service Group to the Top 100 Institutional Consultants list for 2017* and 2016*
 

Barron's recognizes Joseph W. Montgomery as an All-Star Advisor for 10 years.  Click here to read more.

 

*Criteria was based on thousands of filtered nominations from investment, insurance, banking and other related firms, which were narrowed down by quantitative and qualitative criteria as well as by examining regulatory records and talking with peers, supervisors, clients and the advisors themselves. Portfolio performance is not a criterion because most advisors do not have audited track records.

 

 

Member FINRA/SIPC