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Punter Southall & Co, LLC

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Punter Southall & Co, LLC

Mission statement:

Punter Southall & Co, LLC provides investment and actuarial consulting and investment management services to small- and mid-sized public, Taft-Hartley, and corporate pension plans, foundations and endowments, and other financial entities. We are pleased to serve a select clientele of high net-worth individuals with whom we also have institutional relationships.
We are known for delivering exceptional client service and customized solutions to meet clients’ specific needs and long-term goals. We are proud of our track record of success in meeting our client’s requirements.
We offer a comprehensive menu of investment offerings and services including:
  Strategic and tactical asset allocation
  Investment policy formulation and review
  Investment manager selection and evaluation
  Manager fee assessment and negotiation
  Performance measurement & benchmarking
  Compliance and fiduciary oversight
  Liability Driven Investing (LDI)
  OPEB Services

Profile:

Punter Southall & Co, LLC is full-service independent investment and actuarial consulting boutique headquartered near Boston, MA. With roots dating back to the 1960’s, the firm is a subsidiary of The Punter Southall Group headquartered in London which is ranked among the top five firms for investment consulting services in the U.K.
Our investment consulting approach focuses on risk management and the preservation of capital. We are independent and unbiased, and do not require our clients to invest in any proprietary offerings or products. As a result, we select and recommend best-in-class products and strategies that are customized for each client.

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