From discovery to implementation to ongoing reporting, our Institutional Services Group can be part of your team. Drawing on our rich network of investment options, portfolio expertise and data analysis, we work closely with you to develop and deliver innovative solutions for your clients. Our responsive, high-end service and support can help you:
  • Identify and quantity sources of risk and return in portfolios
  • Customize solutions to specific client requirements
  • Provide robust monitoring and investment reporting
Contact one of our dedicated institutional services group today.

Dedicated Institutional Services Group

Liana Magner Photo Liana Magner

EVP, Head of Institutional & Retirement

Kevin Finney Photo Kevin Finney

Managing Director, Consultant Relations

Devin Griffin Photo Devin Griffin

Vice President, Consultant Relations