Investment Advisory Group is always seeking additional affiliate companies in its ongoing quest to provide nonprofits with "best practices" in investment advisory services, retirement plans and property and casualty insurance. We are very pleased to share with you information about our affiliate companies.
United Capital Financial Advisers, LLC, based in Newport Beach, CA, is a national network of financial advisory firms. Formed in 2005 by a team of seasoned wealth advisory and investment industry professionals, the firm currently has 22 offices across the country, providing life-relevant wealth advice and objective discretionary investment advisory services to private and institutional clients, representing more than $9 billion in assets. United Capital has a unique combination of expertise in acquiring, operating, and transforming owner-operated independent advisory practices from lifestyle businesses into large-scale, high value wealth counseling offices with access to the resources of a large national company.
Institutions nationwide depend on CapTrustR to offer a high level of leadership and accountability for their investment needs. With a specific focus on nonprofit organizations, CapTrustR's history of client service and industry knowledge results in unparalleled expertise in managing the sophisticated financial needs of ministry organizations, including operating fund, planned giving instruments, retirement plans, and foundation and endowment assets.
The Miller-Thornton-Shatto Group advises families, institutions, organizations, and professionals on their taxable and tax-deferred assets. The Miller-Thornton-Shatto Group delivers comprehensive financial planning and wealth management counsel to clients with significant assets who are concerned with asset preservation, conservative growth strategies, tax sensitivity, credit availability, philanthropy and organizational legacy. Services include: Cash Management Services; Keyman Insurance; Lending Services (Lines of credit, commercial mortgages, term loans); Lockbox, Payroll, Merchant Payments; Retirement Savings Plans (401(k), 403(b), 457, etc.); and Strategic Advisory Referral Services (Merger, acquisition, divestitures, private placements). With a global presence in 32 countries and a powerful understanding of the investing world, we have the intelligence and the resources to take advantage of opportunities wherever they arise. Morgan Stanley Smith Barney provides a full suite of business services dedicated to meeting the needs of not-for-profit organizations, as well as those of their employees.
PFE Consultants, Inc., better known as The PFE Group is an employee-owned, fee-for-service consulting firm. Since our founding in 1996, PFE has been dedicated to serving four client needs: Service Provider Search; Retirement Plan Investment Advisory: Retirement Plan Design and Benefits Communications: and Financial and Retirement Education. With backgrounds in retirement plan design, investment analysis, personal financial planning and education, The PFE Group, has performed over 500 client assignments and conducted over 10,000 workshops to almost 1,000,000 employees. PFE Advisors, LLC, is a wholly owned subsidiary of PFE Consultants, Inc. As a registered investment advisor in the Commonwealth of Massachusetts, PFE Advisors provides retainer-based investment counsel to clients with total assets exceeding $8 billion. Clients include names like AARP, MasterCard, PepsiCo, Northern Trust and Monster Worldwide.
Arthur J. Gallagher Risk Management Services is the North American retail property/casualty insurance brokerage division of Arthur J. Gallagher & Co. (Gallagher). Since it was founded in 1927, Gallagher has been dedicated to excellence in service. Their mission is to identify each client's unique insurance and risk management needs and find or develop cost-effective products and services that will best address them.
A wealth of resources is available through Arthur J. Gallagher Risk Management Services, which has operations in eight countries and conducts business in more than 100 countries through the Gallagher Optimus Network of independent brokers and consultants, who are leaders in their respective markets. Our casualty professionals will find the most innovative, effective solutions for: Automobile Liability, Captives, Excess Liability, General Liability, Professional Liability, Umbrella Liability, and Workers Compensation.
Arthur J. Gallagher Risk Management Services offers insurance brokerage services, alternative risk financing, loss control and claims services to clients of all sizes and complexities. Over the years, their commitment to understanding the needs of clients has led them to develop expertise in a broad array of disciplines, industries, service areas and lines of business.
Their people are specialists, not generalists. When one of their clients faces a challenge that requires an innovative response, they are positioned to bring together the best resources from within the organization to develop a cost-effective solution.
AJ Gallagher can say with certainty that they are the largest service provider and consultant for the religious and nonprofit sector in the world.