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Experienced Fiduciaries.

Reliant’s experience provides a unique perspective and deep understanding of the many considerations that influence the needs of the institutional clients we serve.
 

We understand and anticipate the obligations of the institution and the responsibilities of the professionals charged with its management and care. We go beyond just the management of the securities in the portfolio, working to understand cash flows and portfolio projections, creating customized accounting and reporting, meeting regularly with staff and oversight boards, and informing and supporting their financial professionals.

Members of our team are experienced fiduciaries with years of service on investment committees, on retirement plan supervisory boards, in public office, and have direct practice in the implementation of investment processes and policies.

 

Services for Institutional Clients

  • Portfolio Compliance Reviews

  • Portfolio Transition Management

  • Comprehensive Portfolio Accounting and Reporting

  • Performance Measurement 

  • Consolidated Recordkeeping

  • Discretionary Portfolio Management

  • Employee Benefit Plan Advisory Services (Pension, OPEB, 401k)

  • Portfolio Consulting Services

  • Development of Customized Investment Policies

  • Investment Policy Maintenance and Monitoring