Hourly Services for Institutional Investors
For over three decades, Chris Tobe, CFA, CAIA, has been dedicated to providing exceptional institutional investment consulting services tailored to the unique needs of his clients. With a focus on retirement plans, endowments, foundations, and public pensions, Chris brings unparalleled expertise and insight to the table. Here’s an overview of his services:
- 401(k) Plans and ERISA Pensions Consulting: Chris specializes in offering comprehensive consulting services for 401(k) plans and other ERISA pensions. Whether you’re a plan sponsor, fiduciary, or administrator, Chris can help you design and implement investment strategies that align with your organization’s objectives and meet regulatory requirements. From plan design and investment selection to fiduciary governance and compliance support, Chris provides tailored solutions to optimize your retirement plan offerings. LEARN MORE
- Public Pensions Consulting: With extensive experience working with public pension funds, Chris offers strategic consulting services to help trustees, board members, and pension administrators navigate the complexities of managing public pension assets. From asset allocation and investment manager selection to performance monitoring and risk management, Chris assists public pensions in achieving their long-term financial goals while fulfilling their fiduciary duties. LEARN MORE
- Endowments and Foundations Consulting: Chris understands the unique challenges and opportunities faced by endowments and foundations in managing their investment portfolios. He provides personalized consulting services to help these institutions develop prudent investment strategies, enhance portfolio diversification, and maximize returns while aligning with their mission and risk tolerance.
- Customized Solutions: Recognizing that each client has specific needs and goals, Chris offers customized consulting solutions tailored to your organization’s size, objectives, and risk profile. Whether you’re seeking advice on asset allocation, manager selection, performance evaluation, or governance best practices, Chris works closely with you to deliver actionable insights and recommendations that drive success.
Partner with Chris Tobe for institutional investment consulting that combines extensive experience, industry expertise, and personalized service to help you achieve your financial objectives and fulfill your fiduciary responsibilities with confidence.
For pricing:
Contact Chris Tobe, CFA, CAIA
502-648-1303 chris@hackett-group.com
Now that you’ve gained insight into the benefits of hourly investment advice tailored to your needs, you might be interested in exploring specialty investment areas and services to further enhance your portfolio strategy.
You can find more in-depth information on specialized investment opportunities, such as alternative investments, ESG (Environmental, Social, and Governance) investing, or indexing by visiting the links below. Additionally, if you’re an advisor seeking support and expertise in navigating complex investment landscapes or dealing with intricate financial instruments, we offer specialized services catered to your unique requirements.