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Services

At Hackett Robertson Tobe Group, we offer a full range of investment products and expertise to help our clients achieve their financial goals. We are committed to providing personalized service that meets your unique needs. Our goal is to develop a long-term relationship based on trust and mutual respect.

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

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Wealth Management
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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.

Pension Consulting

Municipal Advisory Services

Providing independent advice to municipal entities, cities and states. Our Municipal Advisory Services provide your municipality with specialized expertise to navigate the finance and securities market. We aid in the structuring of municipal financial products and the issuance of securities, while taking a comprehensive approach toward meeting your financial goals. Partner with us to see results that are truly outstanding.

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Municipal Advisory
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Impact Investing

The Hackett Group (THG) has launched Reconstruction Fund 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.

Impact Investing

Get in Touch for Expert Financial Advice

Our team of experts is dedicated to meeting the unique needs of each of our clients. We look forward to discussing how we can help you achieve your financial goals. Please don't hesitate to contact us with any questions or to schedule a consultation.

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