HGA Institutional

For more than 17 years, Hobbs Group Advisors has served as Investment Consultants to many local businesses and organizations. Our Institutional Consulting services are more than just creating a robust asset management strategy. We work in harmony with your investment committee to ensure all directives are met. We will build an investment strategy that matches your organization’s unique goals. We will work to understand cash flow needs, investment timeframe, and the level of risk required to meet your desired investment outcome.

Institutional Asset Management Services Include the Following:

• Asset management solutions in equity, fixed-income, and blended disciplines
• Cash Management services
• Investment policy statement development
• Board reporting for non-profit organizations

Institutional Asset Management services are priced as an Asset Under Management (AUM) Fee. This annual fee ranges from 0.25% to 1.25%, depending on the services performed and the amount of assets managed. All fees must be disclosed and agreed upon, in writing, prior to engaging with Hobbs Group Advisors, LLC.

One of our main services is Retirement Plan Consulting. We serve over 50 institutional clients on their respective plans. Each plan has a dedicated Certified Financial Planner TM, an associate advisor, and a participant service team. We’re local to our plans and not a 1-800 number, so we can adapt quickly to whatever you or your participants need. We simplify administration, by alleviating fiduciary responsibilities to you as the plan sponsor, while supporting and educating employees on the great benefits available to them.

Types of Plans We Represent:

• 401(k) & Profit-Sharing Plans
• 403(b) Plans
• Cash Balance & Defined Benefit Pension Plans
• 457(b) & 409(A) Executive Compensation Plans for Non-Profit Organizations

Our Consulting Services Include:

1. Plan Compliance & Design Consulting
2. Ongoing Participant Education & Communication
3. Ongoing Fiduciary & Compliance Support
4. Investment Consulting
5. Provider Comparative Analysis

Fees are custom to each plan and can be priced as Assets Under Management (AUM), Annual Retainer Fee, an hourly consulting fee, or some combination. All fees must be disclosed and agreed upon, in writing, prior to engaging with Hobbs Group Advisors, LLC.