Services

Service, Full Range of Investment Products and Expertise

Asset and Wealth Management
Hackett Robertson Tobe Group ("HRT")

Led by Bernard Robertson, the firm offers a world class Wealth Advisory Platform including a robust array of investment solutions for individuals, businesses, and organizations. Specializing in retirement planning, we listen closely to our clients needs, focusing on goal setting, budgeting and implementation of an appropriate investment strategy

 
 
 

Municipal Advisory Services

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. 

Offering a full suite of investment consulting services, including:

  • Asset allocation analysis

  • Liability analysis

  • Performance measurement

  • Risk management

  • Investment policy development

  • Alternative investment review

  • Manager search and selection

  • Actuarial studies

  • Customized research and analysis

  • Trustee training and education

  • Assistance with plan design

  • Plan expense/cost analysis

  • Provider search assistance (including RFP construction, vendor screening and selection)

  • Participant communication

  • Participant education

 

In addition, we develop cost-saving strategies for the fund, including fee recapture and negotiation, brokerage optimization and transition management.  The firm is also able to provide fiduciary services including comprehensive pension review – both investment and operational.

 

Impact Fund Management

The Hackett Group (THG) has launched Reconstruction Ventures 1, LLC (“Fund”), an opportunistic, multi strategy private equity fund focused on creating impact as well as investment returns for investors. THG has also formed Reconstruction, L3C for the purpose of providing technical assistance and specialized consulting services to the portfolio investments, as well as developing and reporting impact metrics for the Fund and the underlying portfolio companies and projects. 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

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.