Fiduciary and Investment Consulting
Alliance Benefit Group offers an unparalleled menu of investment options for clients to utilize. We do not manage, and are not therefore "married" to any proprietary investments. Instead, we provide our clients with independent, unbiased access to virtually the entire mutual fund universe.
Our services include:
- Retirement Plan Investment Consulting
- Retirement Plan Fiduciary Consulting
- Retirement Plan Design Consulting
- Personal Portfolio Management
- Retirement Income Planning
Our relationship and electronic interfaces provides us access to thousands of different investment managers; giving us the opportunity offer our clients the most selection and diversity in the marketplace today.
In addition, many of our fund partners have participant record keeping dollars that can be passed directly back to Alliance Benefit Group. These "revenue sharing" dollars can be used to offset plan expenses, resulting in either a low-cost or even no cost retirement plan for certain size employers.
Through our investment advisory subsidiary ABG Investment Services, Inc., Alliance Benefit Group can provide complete investment and fiduciary consulting services for our clients.
Our services are unique because:
- Alliance Benefit Group acts in a completely unbiased fashion by charging a fee rather than generating commissions. Any investment or commission based revenue is used to offset fees "dollar-for-dollar."
- Alliance Benefit Group does not manage any proprietary investment option assuring our objectivity.
- Alliance Benefit Group will sign on as a co-fiduciary in relation to the investment services provided to the plan.



