Punter Southall & Co, LLC provides investment and actuarial consulting and investment management services to small- and mid-sized public, Taft-Hartley, and corporate pension plans, foundations and endowments, and other financial entities. We are pleased to serve a select clientele of high net-worth individuals with whom we also have institutional relationships.

We are known for delivering exceptional client service and customized solutions to meet clients’ specific needs and long-term goals. We are proud of our track record of success in meeting our client’s requirements. 

We offer a comprehensive menu of investment offerings and services including: 

•    Strategic and tactical asset allocation
•    Investment policy formulation and review
•    Investment manager selection and evaluation
•    Manager fee assessment and negotiation
•    Performance measurement & benchmarking
•    Compliance and fiduciary oversight
•    Liability Driven Investing (LDI)
•    OPEB Services