CapAcuity | Executive Benefits Consulting - Investment Advisory

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.

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