institutional trustee
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.

knowledge center

NEWCLEUS TITANIUM, A REVOLUTIONARY DEFERRED COMPENSATION SUBSTITUTE
Newcleus Titanium, a revolutionary deferred compensation substitute, exclusively for Newcleus’ banks, provides security for the Executive. Newcleus Titanium, a […]

How Newcleus helps HR Professionals
Newcleus CU Advisors has an in-depth understanding of working with credit union human resource professionals to support you in determining […]

LINQS+ Celebrates Ten Years Protecting Executives and Institutions from Longevity Risk
LINQS+ Celebrates Ten Years Protecting Executives and Institutions from Longevity Risk: Since 2011, LINQS+ has helped financial institutions retain, recruit […]