institutional trustee
consulting

At Newcleus, we have wide and extensive experience working with institutional trustees in the banking industry. Our client-centric focus and deep knowledge of investment opportunities that capture returns beyond traditional investments position us to offer outstanding strategic analyses with action‑ready recommendations.

Institutional Trustee Consulting Fiduciary Consulting Deferred Compensation Plan Consulting Benefit Consulting Compensation Consulting Retirement Plan Consulting

BENEFITS FOR THE INSTITUTIONAL TRUSTEE

  • We embrace strategies that generate tax-advantaged income for your clients at levels higher than traditional investments.
  • Our plans are customized for the full range of institutional clients that a trustee manages based on thorough research and evaluation.
  • MINTS, our proprietary client portal, houses an administrative gold mine of accessible plan documentation, financial reports, research, and compliance and due diligence information.
Two businessmen discussing institutional trustee consulting at Newcleus.

knowledge center

MassMutual Releases New GI Product

MassMutual Releases New GI Product, Palladium Horizon

MassMutual Releases New GI Product, Palladium Horizon MassMutual is the premier bank-owned and company-owned life insurance company. They are one […]

Joe Gastaldi Joins Newcleus Retirement Advisors as Managing Director, Retirement Plans

Joe Gastaldi Joins Newcleus Retirement Advisors as Managing Director, Retirement Plans Newtown, PA — A certified fiduciary with over 36 […]
GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING

GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING

GROUP TERM PLANS AND THE FEAR OF RESPONSIBILITIES, TIME, and….UNDERWRITING by Richard Pearson, Newcleus COO   The following is only […]