The Hackett Group, LLC 
Hackett Robertson Tobe Group ("HRT")

The Hackett Group, was founded in 2011 by Toni Hackett Antrum, and is the successor organization to Washington Hackett, Smith & Company, founded in 1988,  the ground breaking organization founded in 1988 as the first minority-owned pension consulting firm in the United States.  The firm is an independent institutional investment consulting firm and a Registered Investment Advisor (RIA). The Hackett Group provides customized investment counsel and consulting services to public funds, retirement plan sponsors, fiduciaries, and private wealth clients.

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.

In 2019, The Hackett Group combined resources with Robertson Wealth Advisory, headed by Bernard Robertson creating a Private Wealth and Asset Management division. Hackett Robertson Tobe Group ("HRT") now provides investment services to over $10 million in high net worth and institutional clients.

The factors that differentiate our team from other organizations include:

  • Highly experienced team serving as consultants, advisors and fiduciaries

  • Adherence to high standards of care, acting and serving in the client’s best interest

  • Excellent educators and communicators evidenced by years of successful national and regional educational seminars targeted towards Boards, Trustee’s and Staff of Public Pension Funds.

Consulting Philosophy

The firm welcomes a long-term fiduciary relationship with its clients, to guide and assist in implementation across all major areas of public pension fund governance and management.  When engaged we identify the state of the funds’ risks and controls, strengths and weaknesses and will tailor our approach, working with the board members, trustees, staff, plan participants or other stakeholders to provide the insights, education and support determined to be most value-added.

Representative Projects

  • City of New Orleans Ethics Training

  • Maryland Retirement System Operational Audit

  • New Orleans Municipal Employment Retirement System

  • New Orleans Fire Fighters Fund Pension Review

  • Municipal Advisor to New Regional Transit Authority(RTA)

  • Municpal Advisor to New Orleans Aviation Board(NOAB)

Approach

The Hackett Group utilizes an “expert of experts” model - employing experienced, in-house senior consultants with direct and efficient access to the resources of multiple leading resources. When retained, the firm assembles a highly customized superior team, thereby offering an incomparable level of service without the client having to hire multiple, large consulting firms. This model allows the firm to address complex, multi-layered subjects, requiring a multi-disciplinary approach and subject matter expertise.

650 Poydras Street Suite 1400
New Orleans, LA 70130

504-521-6114

Charles Schwab & Co., Inc.("Schwab"). member SIPC.

HRT's current ADV brochures can be obtained by contacting us, or from www.adviserinfo.sec.gov

©2019 by Hackett Robertson Tobe Group.