Registered Investment Advisor with the state of Minnesota since 2005.
Benefit & Investment Consulting's mission is to provide professional consulting services for institutional clients in a manner that is both independent and objective.
Primary Services
Stable Value Investment Management
Benefit & Investment Consulting can assist your organization in the management of a Stable Value Fund. We apply prudent management techniques in the key areas of:
Credit analysis
Diversification
Contract management
Liquidity management
Duration decisions
Asset allocation decisions
Our goal is to deliver these services in a cost effective manner in order to maximize the return and minimize the risk of your Stable Value portfolio.
Historically, Stable Value has been the single most popular defined contribution investment. The Stable Value option is attractive to two types of defined contribution participants: those seeking principal safety and those seeking to diversify their investments. Stable Value funds tend to have average returns comparable to those available on medium-term bond funds, but with much less volatility in annual earnings. In addition, the low volatility in Stable Value returns increases the diversification benefits it offers with other typical investment options for defined contribution plans, especially common stocks.
Investment Services
Benefit & Investment Consulting has been engaged in many projects related to the investment of client retirement funds. Previous, as well as current assignments have included:
Assistance in creating Investment Policy Statements
Guidance in the selection of money managers
Monitoring of ongoing investment performance
Benefit & Investment Consulting, LLC (“BIC”) is a Registered Investment Advisor with the state of Minnesota and is subject to the Minnesota Securities Act. BIC and its representatives are in compliance with the current registration requirements.
BIC's web site is limited to the dissemination of general information regarding its investment advisory services. Accordingly, the publication of BIC's web site on the Internet should not be construed by any consumer and/or prospective client as BIC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
For information pertaining to the registration status of BIC, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov.