Consulting

Asset Management

Change has come to the world of executive benefits. Significant developments in tax law. Substantial reductions in investment product costs. Concern about market volatility affecting plan liabilities, and the resulting impact on corporate earnings. Increasing regulatory compliance and a demand for more product and service transparency.

At CapAcuity, we recognize these trends and their impact—and through our thought leadership and innovation, we bring a fresh perspective. The result is improved financial results for plan sponsors, and enhanced retirement outcomes for plan participants.

CapAquity Perspective

A change in perspective changes everything®

Evaluate

We assess every link in the executive benefit supply chain, and design innovative solutions to significantly lower costs and increase corporate earnings.

Execute

We implement plan enhancements, negotiate vendor and product pricing, and optimize funding and investment menus—all with objectivity and transparency.

Manage

We take proactive responsibility for the plan. We provide ongoing management of the plan’s investments, assets, and service providers. Our monitoring and reporting ensure that sponsors have complete plan metrics and comparative data to make informed decisions.

Experience Powers Our Perspective

CapAcuity brings together a team of forward-looking professionals with unique insight and decades of experience in consulting and asset management. Our team brings new perspective to the trends impacting executive benefits, helping sponsors fully understand their options, and initiating solutions that can have lasting impact on the bottom line.

Meet Our Team

Peter S. Cahall

Peter S. Cahall

Chief Executive Officer†

Terry Adams

Vice President, Finance

Tom Cook

Senior Consultant

Donald Harrington

Managing Director

Bryant Kirk

Bryant Kirk

Chief Operating Officer†

Rob

Rob Little, CFA, CPA

Vice President, Director of Investment Research‡

Mendel Melzer

Mendel Melzer

Chief Investment Officer†‡

Pete Neuwirth

Pete Neuwirth

Senior Consulting Actuary

Michael Porter

Vice President

Scott Seibel

Managing Director

Eddie Selover

Eddie Selover

Vice President, Communications

HEMANT SRIVASTAVA

Chief Technology Officer

David Stecher

Managing Director

Westport Strategies Merges with CapAcuity

CapAcuity and Westport Strategies have merged their operations—a “significant event” in the non-qualified plan marketplace. Press Release 

 

Market Perspectives

Our Chief Investment Officer Mendel Melzer’s most recent quarterly market perspectives:

April 2020

January 2020

September 2019