We sign a contract with you to be an Independent Investment Fiduciary for your plan or your endowment.

We are unique because we bring together areas of expertise that are not often found together. IMCG Consulting employees have worked in the fee-transparent fiduciary side of the retirement plan and endowment industry for the past 30 years. We have managed TPA/record keeping, administrative, operational, compliance and sales divisions for institutional asset and retirement plan management. We have run mutual fund complexes. We have run over a thousand educational meetings. We manage money for a living and intimately understand the markets. And we love what we do.

We are completely unbiased. We are not, nor ever have we been, paid by a product. This allows us to always put client interests ahead of our own, as a true fiduciary should. It allows us to negotiate on your behalf without worrying about how we get paid. Most importantly, it allows us to be 100% objective so that we can put the best platform and investment solution in front of you.

We are forward-looking, from both an investment and a technology standpoint. We use the latest web-based technology and software resources to deliver our services. We spend on our end so that you can save on your end.

Our Goals Are:

• To provide superior risk-adjusted returns for your assets
• To provide superior education to your board, your management or your employees
• To reduce your expenses significantly

Investment Monitoring and Reporting
Fund Menu Design
Forward Looking Investment Analysis
Investment Policy and Governance Design and Advice
All-in Account/Plan Expense and Cost Benefit Reporting
Vendor/Platform Expense Negotiation
RFP Generation and Process Management
Participant Education and Design and Delivery
Fiduciary Investment Audit (free)
Participant Education Audit (free)