RETIREMENT BOARDS INVESTMENT  PERSPECTIVE 


Over the past 30 years we have provided services specific to the management of investment portfolios for Municipal Retirement Boards and contributory retirement systems for public employees within the Commonwealth of Massachusetts, under Chapter 32 of the Massachusetts general laws. 


We look forward to discussing your retirement board's needs, regulations and statute to create an investment plan that is focused on your board's desired goals and objectives.
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For retirement boards:

  • We attend quarterly board meetings with detailed reports to discuss the portfolio's performance, goals, and investment strategies.

  • We customize reports and services, as needed.

  • We provide monthly reconciliations and other analytical reporting.
Chapter 32 establishes benefits and contributions requirements. The Public Employee Retirement Administration Commission (PERAC) oversees these systems and ensures all retirement boards act in compliance with Chapter 32. 

https://malegislature.gov/Laws/GeneralLaws/PartI/TitleIV/Chapter32
Document
Investment Brochure