Pensions benefit those who have given so much to support the mission and success of your organization. Pension assets also make up a large percentage of our world’s wealth. Three Corners Capital believes that a pension can do more than just benefit employees; we believe pensions can also create positive impact through “mission related investments” within the investment program.
Three Corners Capital works with trustees of the pension plan to determine the distinct goals and objectives of the plan. We follow a thorough process of analysis, observations, and recommendations which leads to the creation of an investment plan. This plan is developed, implemented, and reviewed in adherence to ERISA and pension guidelines to help meet the financial and mission related goals of the organization.
Three Corners Capital can help you:
- Identify your goals
- Define your options
- Develop & Implement your strategic financial plan
- Oversee the implementation and ongoing analysis
Contact us to learn more.