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Industry leading Fiduciary Governance, Investment Research and ERISA Consultancy - Upholding a New Fiduciary Standard
Old Slip Capital Management is committed to partnering with organizations in an advisory capacity. Our teams in-depth and experience allows them to provide comprehensive consultation of both the industry and the markets. Our team is able to help organizations strategize and navigate goals on an individual company basis. Whether one is seeking transactions such as acquisitions, divestitures, and mergers, private or public transactions and management-led buyouts, we have the resources, experience, and capabilities to work closely with clients to achieve the desired results.
Your wealth brings unique financial management challenges. Experience how our personalized approach to meeting your financial needs, coordinated with your overall wealth management plan, can leave you free to focus on life's most important endeavors.
With considerable wealth comes the challenge of integrating all of the services and experience needed to sustain it. Let our advice-driven family office management help preserve your family's current lifestyle and continue your legacy. An integrated approach for complex needs. Designed for families with complicated wealth management concerns that cross multiple disciplines and generations, our family office services integrate your financial and life management needs.
Old Slip Benefits and Insurance Group provides a complete range of insurance and risk management consultation, products and services to individuals and institutions.
A comprehensive wealth education and communication program can guide your family along the path to preserving your wealth and values. Discover why family governance is an integral part of our wealth planning services, and how it can help your family operate more efficiently and harmoniously.
At Old Slip Benefits and Insurance Services, we provide corporations and non-profits with cost-effective executive and employee benefit management services and plans. Our experienced benefits advisors craft custom-designed employee benefit plans that help our clients recruit, retain and reward key employees.
Corprate Retirement Plans
Registered Investment Advisors
Corporate Retirement Plans
We obsess over investment performance and fee collection as a matter of course, with an emphasis on high quality investment research, thus delivering industry leading Fiduciary Services.
Building quality investment menus for plan sponsors while offering the protections of a sound ERISA Fiduciary contract
We provide a variety of institutional investment consulting services to retirement plan sponsors. We have investment expertise in the areas of asset allocation, manager selection and portfolio construction. Our team applies its investment expertise to build, manage, and monitor investment lineups that help plan sponsors fulfill their ERISA obligations. Furthermore, the advisors at our firm offer all types of Non-Discretionary (ERISA 3(21)) and Discretionary (ERISA 3(38)) Consulting arrangements with the aim of being as flexible as necessary to meet the best interests of any particular plan sponsor.
What We Deliver
Constant changes to regulations leave plan fiduciaries with a growing list of challenges. These burdens increase the risk of fiduciary breaches and subsequent litigation. Old Slip Registered Investment Advisors (RIA) will seek to mitigate to a great degree litigation risk and in some instances eliminate the risk of these burdens.
Old Slip RIA offers Fiduciary Consulting and Governance solutions. This Fiduciary Service is powered by a professional team of objective experts that work with you to develop a customized solution that meets your plan's specific fiduciary requirements. In this way investment committees can achieve one of the highest levels of fiduciary security, exactly what is needed in today's litigious environment.
Our experience makes us an industry leader. We seek to deliver tangible and positive results to meet or exceed client objectives, while striving to provide fiduciary protection planning.
Integrity is the cornerstone of our corporate culture and remains as the foundation of our firm. From the onset of our practice we have adopted an independent business model because it serves our clients’ best interests.
Fiduciary Consultancy
Fiduciary Process Management
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Investment Fiduciary Service
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Fiduciary and Participant Education
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Committee Meetings
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Meeting Agenda & Minutes
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Online Fiduciary Briefcase and Enterprise level security cloud storage of all pertinent steward/plan documentation and plan investment analysis quarterly.
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Regulatory and Market Updates
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Investment Policy Statement (IPS)
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Educational Policy Statement (EPS)
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Investment Oversight Committee Charter
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Performance Review/Monitoring
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Investment Manager Search and Compliance
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Asset Allocation Analysis
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Investment Menu Fund Selection/Design & Review
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Asset Liability Study
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Investment Alerts and Research
Fiduciary Oversight of Provider Services
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Plan Benchmarking
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Fee Benchmarking yearly
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Plan Design Evaluation and Monitoring
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Service Provider Issue Resolution
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Trust and Custodian Search/Monitoring
Our advice driven family office strives to preserve your family’s legacy
Protecting your business property, employees, and corporate liability
A personalized approach to executing a wealth management plan
Preserve cashflow for other uses by borrowing for Insurance requirements
A complete range of insurance and risk management services
Cost effective employee benefit services
Alternative investments are useful investment strategies for investors looking to diversify their portfolios from traditional funds.
Advisory based financial transactions on behalf of individuals, corporations, and governments
Holistic wealth management services driven by superior investment research
Our firm combines a disciplined investment management process with sustainable investing principals
Sophisticated Investment Advisory to corporate pension plans and ultra-high
net worth individuals
Building quality investment menus for plan sponsors while offering the protections of a sound ERISA fiduciary contract
Protecting your Home, Auto and general liability
Family Governance and Education is integral in achieving the necessary outcomes
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