While many in the financial advice business have for years focused on retail clients, some firms are finding that institutional clients, such as pensions and foundations, can pay off in a major way.
Alexandra Romeo Boyles and Will Coughlin will be based out of Denver. The additions follow the firm attracting Northern Trust alum Tom Riley earlier this year.
831(b) plans allow for businesses to set aside tax-deferred dollars for uninsured risks, resulting in companies creating their own form of self-insurance.
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