Leith Wheeler has a proud history of working with and educating trustees, committees and board members associated with long-term investment funds. We feel our long term approach to investing is well suited to pension plans, and are proud of our track record of protecting our clients’ capital.
We work with some of the nation’s largest employer-sponsored pension plans, as well as unions, corporations, insurance companies, universities and the public sector. Our pension clients range from defined benefit plans, defined contribution plans, and negotiated cost plans, to group retirement savings arrangements.
We offer a wide range of investment solutions to meet different client needs, including Balanced, Specialty Fixed Income, Specialty Equity, and customized liability driven mandates. We also have an income-oriented product.
Our Portfolio Managers have extensive experience in the industry, speaking regularly at conferences and helping to organize educational programs for pension plan trustees.
Contact us to learn more about our Pension Plan Services:
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