ALLIANT RETIREMENT CONSULTING

Overview

Alliant Retirement Consulting operates as an institutional-focused retirement consultant and capital allocator with a clear emphasis on managing pooled retirement assets and advising plan sponsors. The firm combines pension consulting, portfolio management for pooled investment vehicles, manager selection and educational workshops to serve defined benefit and defined contribution pools. Its business is structured to support both advisory and transactional needs — it acts in broker-dealer and registered representative capacities and is also active as an insurance broker. Fee arrangements include percentage-of-AUM billing as well as fixed fees and other fee structures tailored to institutional relationships. Investment activity centers on delegating core public market exposure to collective vehicles and third-party managers while selectively allocating to external alternatives. The firm is not positioned as an active ESG investor. As a pension consultant and selector of other advisers, it frequently places clients into mutual funds and commingled strategies and engages third-party hedge fund and private placement managers to complement public allocations.

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Public Holdings

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Location & Offices