High level of fiduciary management and education for treasurers/investment officers
We have been active advisors and observers of the government/municipal pension fund arena for over 25 years and have chosen our client-partners very carefully.
The path to successful pension investing is easy in theory: you need to grow assets beyond liabilities, secure contributions, and manage costs and benefits.
XPYRIA's job as your investment expert is to grow assets through risk-controlled investing, mitigate investment related costs, document, report, educate and repeat.
Your job is much more daunting. You need to understand the impact of all pension Acts that potentially apply to your circumstance, such as Act 205,15,69,317,581 and 600. You are constantly dealing with an ever changing political, budget, and funding climate. And worst of all, you need to make unpopular benefit decisions for the ultimate good of all plan participants.
Our client-partners are those strong organizations and individual leaders who understand and embrace these challenges just as we understand and embrace ours.
Long-term and lasting success in this endeavor can only come from a concerted effort between client and advisor. To this end, we
- Offer superior operational standards of investing
- Provide an effective low cost structure
- Adhere to the highest fiduciary standard
- Are a strong client advocate
- Promote continuous education