Investing

Our Services

Product Leader: Lawrence C. Manson, Jr.

Fiduciary Management

Practice Leader: Peter M. Michaels

We can serve as a co-fiduciary to assist in the management of your investment plans. We work with you to effectively govern the assets in your care. The ongoing management of most or all the plan assets is delegated to us as a co-fiduciary and the fiduciary mandate is managed to an objective that is set by you. The goal is to maximize your role and function to best tackle the strategic direction and purpose of the plan.

Investing Services


The NexTier Advantage

We have all of the right capabilities under one roof creating opportunities for efficient, cost-effective solutions, helping you achieve both strategic and tactical goals and objectives.
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