Experience Makes all the difference
Inclusive, service-driven consulting solutions that address your organization's unique needs
The Willhite Institutional Consulting Group has been providing customized consulting services and solutions to a wide range of institutional clients for over thirty years. Our five person team specializes in assisting Public Retirement Plans, Corporate Retirement Plans, State and Local Governments, Insurance Companies, Religious Organizations, Foundations and Endowments and Not-for-profit Organizations. We leverage the resources and expertise of our global financial services firm to offer objective advice and creative strategies to address complex situations. In 2012, 2013 and 2014 The Willhite Institutional Consulting Group was named as one of the top 5 advisor teams of the year for their work with Defined Benefit Plans and Defined Contribution Plans by PLANSPONSOR Magazine
When you work with the UBS Institutional Consulting Group, you can be confident that you'll have the support of seasoned professionals who understand the challenges of running a large institutional investment program. We provide comprehensive advisory services and retirement solutions to more than 800 institutions. With each and every one of our clients, we hold ourselves to high standards of service. From the outset of our relationship, we carefully define and formally document our role including the extent of our fiduciary role for the contracted consulting services.