Aggregators, Broker-Dealers & RIAs
NAPAFIRMPARTNERS
Bloomfield Hills, MI • iic-usa.com
Houston, TX • InvestTitan.com
Institutional Investment Consulting
Invest Titan
Key Contact(s)
Key Contact(s)
Lewis Rowe 248.339.9807 • lrowe@iic-usa.com Michael Kozemchak 248.339.9808 • mkozemchak@iic-usa.com Paul Stephens 248.339.9806 • pstephens@iic-usa.com
Joshua Coughran 713.239.2866 • Josh@InvestTitan.com Jonathan Coyne 713.239.2866 • Jon@InvestTitan.com
Firm Profile Institutional Investment Consulting (IIC) provides institutional level plan guidance to Mid, Large and Mega Plans. IIC provides both ongoing consulting services and project based services. IIC is a fiduciary advisors to plan’s and plan sponsors, delivering: Ongoing Consulting, Plan Governance, investment due diligence and monitoring, recordkeeping and vendor management, Participant Education strategies and implementation, Target Date Studies and RFP’s, Participant Income Studies (in-plan investment options) RFP’s and evaluation. IIC provides vendor RFP services for Audit, Recordkeeping, Investments, Managed Accounts, Target Date, Stable Value Options, Merger and Acquisition plan analysis and guidance. IIC works on a flat stated fee basis.
Primary Market(s) Served
Firm Profile IInvest Titan is an SEC Registered Investment Advisor and Registered Fiduciary. Our proprietary investment monitoring system is designed to monitor, evaluate and select the highest grade investments in their peer group for plan participants and their beneficiaries. For over 20 years we have partnered with advisors, plan sponsors and asset managers to provide them with the best turn key solutions in the industry.
Primary Market(s) Served Micro: <$1 million, Small: $1-$10 million, Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
Options Available • Preferred Provider Program
Mid: $10-$100 million, Large: $100-$250 million, Mega: >$250 million
• Retirement Sales Desk Representative
Options Available
• Business Development Consultants
• 3rd Party Vendor Analysis Tool
• 3rd Party Vendor Analysis Tool
• Allows Fiduciary Declaration 3(21)/3(38)
• Other Tools
• Plan Sponsor Fiduciary Training
• Benchmarking Tools
• Stable Value Analysis
• Participant Advice/Participant Services • CRM/Data Aggregation
Home Office Employees Supporting the Business 9
• Internal Rollover Program • Allows Fiduciary Declaration 3(21)/3(38) • Custom Risk Based/Target Date Models • Plan Sponsor Fiduciary Training • Minimum Fee Schedules
Home Office Employees Supporting the Business
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NAPABLACKBOOK2023
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