Description: Planning an OCIO or investment Advisor RFP, evaluation, or due diligence? We help fiduciaries of defined benefit pensions, endowments, foundations, 401(k)s and other defined contribution plans, as well as select UHNW families build and refine professional investment teams. Search, review, or oversight of investment consultants, actuaries, record keepers, and other ERISA service providers is our focus. Let us pilot your next RFP.
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North Pier Search helps fiduciaries of all kinds ensure that their team of trusted partners is the best it can be. Consultants, Outsourced Chief Investment Officers (OCIO), actuaries, administrators and record keepers all must be reviewed on a regular basis, whether there is a high level of satisfaction or not. Your constituents expect it and regulators require it. That's where North Pier comes in. We run service provider request for proposals (RFPs) and conduct due diligence and negotiations for fiduciarie
We work with fiduciaries who want to mitigate oversight-liability while achieving excellence in running their retirement plans, endowments, foundations, hospital funds or family office portfolios. North Pier's search services are invaluable for those shifting from a consulting relationship to a discretionary 3(38) or OCIO arrangement. For terminating defined benefit plans, North Pier also provides bid and due diligence services for 95-1 compliant annuity placement. Our typical client is either conducting a
North Pier is an SEC Registered Investment Advisor founded in 2008. Our firm is full of recognized industry leaders and experts. Managing Partner, Jim Scheinberg’s experience as an independent expert for the U.S. DOL evidences our expertise in understanding and complying with government regulations. Our other founding partner, Brant Griffin, is an arbitrator for FINRA, a securities industry regulator. And Greg Metzger, our Senior Search Consultant, pioneered the ERISA search practice for Watson Wyatt in the