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.

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Terry O'Prey

Get to Know Terry O’Prey, Managing Director of Non-Qualified Services

Optimistic, innovative, determined – these are the three words Terry O’Prey, Managing Director of Non-Qualified Services at Newcleus, uses to […]
Newcleus GPTW Certification Nation celebration

Newcleus, Recognized as a Great Place to Work,® Celebrates Outstanding Workplaces

Newcleus, Recognized as a Great Place to Work,® Celebrates Outstanding Workplaces   May 17, 2021- Newtown, PA – Newcleus, the […]
Managing Directors Fabrizio D’Uva and Charlie Abboud join Newcleus with Account Executive Amanda Hoffman 

Managing Directors Fabrizio D’Uva and Charlie Abboud join Newcleus with Account Executive Amanda Hoffman 

For Immediate Release – Managing Directors Fabrizio D’Uva and Charlie Abboud join Newcleus with Account Executive Amanda Hoffman NEWTOWN, Pa., […]