Overview

Through individualized personal relationships, The Optimal Service Group’s Institutional Consulting team helps set the framework for your investment plan. Our institutional team works with insurance companies, endowments, foundations, and corporate retirement plans 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, customized performance reporting, surplus management, income optimization, as well as tax, regulatory and reporting capabilities.