Investment consulting solutions designed to enhance investment performance and minimize fiduciary risk
To leverage our extensive consulting, investment management and legal expertise to provide holistic, innovative and cost effective consulting solutions for investment committees, to:
Colin Ripsman has been working with institutional clients, like you, to design and implement prudent investment structures. Elegant IS can assist with all aspects of designing and maintaining your investment structure and portfolio. Additionally, Elegant IS can help you design and structure all aspects of your DC plan. Our services include:
Our proprietary Pension Wellness Diagnostic undertakes a holistic analysis of all aspects of your governance and plan operations and provides an assessment of gaps or emerging issues within your program and investment portfolio. The Pension Wellness Assessment involves a review of all key aspects of the program and all key plan documents. The assessment includes a report assessing plan operations and identifying gaps. It also includes a meeting with the Investment Committee to review the findings.
Our President, Colin Ripsman, brings 25 years of experience in all aspects of pension plans and investment, including:
Colin Ripsman, has a law degree and extensive governance expertise, that can be used to review and negotiate documents and design and implement prudent and effective governance solutions.
Elegant IS operates with lower overhead than many of the larger investment consulting firms. We pass these lower costs on to our clients, in the form of lower billable rates and lower project fees.
Fixed fee quotes are available in advance for most projects to allow for easier budgeting and better cost management