Who We Are

Experts in Compensation and Investment Strategies, Redefining What’s Possible

We help companies become stronger and more secure in a changing world through the strategic opportunities created by institutional investing.

Today Newcleus stands as one of the foremost experts in the field of institutional investing and insurance strategies, trusted to help design, implement and manage non-qualified and qualified compensation plans

Companies turn to us to help attract and retain their top performers, offset costly benefit plan expenses, and provide incremental revenue streams that outperform traditional taxable investments. Unlike other companies, we solely focus on this area of expertise in order to bring our clients more precise and proven options.

At our core, we were designed differently to give our clients a superior level of thinking and guidance. This is enabled from the unique combination of having more knowledgeable advisors and a broader solution set featuring proprietary products that are unmatched in the industry.

In this way, we can put in place more effective programs than they have now, in ways that were previously unrealized. That is the Newcleus difference and why our clients seek our services—to bring them more advanced thinking and a higher caliber of expertise, delivered with true customer-centricity, that strengthens their talent, bottom line, and security.

NQDC Defined Benefit + Contribution Plan Design and Implementation

Supplemental Executive and Director Retirement Plans

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SERP – Salary Continuation Plans and LINQS+

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LINQS+Executive /Director Deferred Comp

  • 401k Mirror Plans
  • Excess / Make-up Plans
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Incentive Retirement Plan

  • Phantom Stock and Stock Appreciation Rights

Hedging Strategies and Design with Tax Optimization and Performance Focus

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COLI/BOLI/CUOLI/ICOLI (all employer-owned life insurance strategies)

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NQDC Annuity Strategies

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IDF Design + Customization

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Taxable Asset Management and Servicing

Institutions served

Assets Under Management

Policies managed

Our Focus

Innovating compensation and investment strategies is what we do—and all we do

Being specialists in this area enables us to
deliver a superior level of solution that works harder for our Clients — especially as we’re not restricted to any one product, carrier or plan.

Companies Turn to Us To

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Unlock new sources of revenue and outperform historical results.

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Attract, retain, and motivate the strongest talent.

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Offset costly benefit plan expenses while expanding benefits.

Our Team

30+ Expert Advisors at Your Service

Experience the team that makes it happen.

Work with The Best

We’re always looking for great people who want to be part of our team.