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Pension Consultants, Investment and Municipal Advisors

Our practice reflects the diverse strengths and values of the firms' principals and consultants, independently evaluating investment portfolio, pension portfolios, governmental finance and processes to ensure equitable and sustainable solutions over the long term for the organization and its people. The Hackett Group, LLC works closely with our clients, providing them with the experience, and resources tailored to their specific needs.

Expert Financial Consulting Services

At Hackett Robertson Tobe Group, we're committed to helping you navigate the complex world of investments. Our team of experts offers a full range of investment products and services to help you achieve your financial goals.

Asset and Wealth Management

We offer a world class Wealth Advisory Platform including a robust array of investment solutions for individuals, businesses, and organizations. Specializing in retirement planning.

Municipal Advisory

Providing independent advice to municipal entities, cities and states.

  • Structuring municipal financial products

  • Issuance of securities

Pension Consulting

Defined benefit and defined contribution.  Working as an extension of the Board, and willing to act as fiduciary to the Plan. The firm is also able to provide fiduciary services including comprehensive pension review – both investment and operational.

Impact Investing

Unlike a traditional investment fund, which only seeks to maximize financial returns for its investors, impact funds strive to deliver risk-adjusted returns while creating positive social, economic, or environmental impacts based on a set of defined objectives.

financial consultants discussing work

Hackett Robertson Tobe Group: Your Financial Partners

The firm is an independent institutional investment consulting firm and a registered Investment Adviser (RIA) with the Securities and Exchange Commission. The Hackett Group provides customized investment counsel and consulting services primarily to public funds, retirement plan sponsors, fiduciaries, private and political subdivisions.

In addition to pension and investment consulting, the firm provides investment banking, investment advisory, real estate analysis, public policy consulting focusing on economic development and governmental fiscal and operational matters. The company is registered with the MSRB as a municipal advisor. The firm is Woman and Minority owned as well as a DBE certified by the City of New Orleans.

Reconstruction Fund

Reconstruction Fund I is a private equity impact investment fund that provides patient capital to Black businesses in the South and Black Belt Region. Our unique approach allows us to invest in businesses that have been traditionally underserved, and provide the support necessary to help them reach their full potential. Partner with us to make a difference in your community.

Confident Store Owner
Local Family Business
Local Business Partners

Our Guidelines


The hallmarks of our approach are training and education.  The Hackett Group helps our clients build a sound platform for providing results to their stakeholders.


For fiduciaries, we view our role as interpreter, translating and integrating the complex activities of a Fund's investment advisors, money managers, custodial bank, transition managers and actuaries into an accessible format. Our goal is to enable trustees to make properly informed decisions – and to make these impactful decisions with absolute confidence that the long-term benefit of plan participants and their beneficiaries is properly served.


For public and non-profit entities, we view our role as guide and thought leader, facilitating and streamlining communication in order to effect the changes needed by the organization to best serve its constituents.  We work on a peer-to-peer basis, supporting employees at all levels in developing buy-in.

Schedule a call with us to see if we can help

If you have any questions about our services or would like to schedule a consultation, please don't hesitate to contact us at any time.

(504) 603-0246

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