Contact Us:

201.500.5321

WEALTH
ADVISORS

PENSION PLAN
​SPONSORS

ASSET
​MANAGERS

INSURANCE
​COMPANIES

INSTITUTIONAL CONSULTANTS
BROKERAGE
​FIRMS
Bringing together investment, actuarial, and marketing ideas to develop creative solutions for clients.
  • Specialist in longevity impact on the market for        retirement products and services
  • Marketing, business and product development,      consulting for asset managers and other                financial service companies
New ideas in
financial services