© 2019 by The Hackett Group.  All rights reserved.

The Hackett Group does not provide legal or tax advice to clients.  The Hackett Group's current ADV brochures can be obtained by Contacting Us, or from www.adviserinfo.sec.gov

Services

We offer financial and management consulting services to a diverse array of public and non-profit clients.  The hallmark of our approach is our "expert of experts" model.  Our senior consultants work as an extension of your team.  We leverage our relationships to bring in other highly qualified specialist team members to create a focused, customized service package to meet each of our clients' unique needs.

We are proud to offer the following general "suites" of services:

I. Management Consulting

Helping public boards and non-profit organizations to define, control and accomplish their objectives.

  • Change management

  • Organizational improvement

  • Fiscal review

  • Governance

  • Trustee / decision-maker training and education

II. Municipal Financial Advising

Providing independent advice to municipal entities, cities and states.

  • Structuring municipal financial products

  • Issuance of securities

III. Defined-Benefit Pension Consulting

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

 

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.

 

IV. Defined-Contribution Pension Consulting

  • Assistance with plan design

  • Plan expense/cost analysis

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

  • Participant communication

  • Participant education

V. Project-Based Pension Consulting

Short-term engagements, often serving the very focused needs of small funds, or portions of larger funds.

  • Internal audit assistance

  • Fee analysis

  • Controls analysis

  • Compliance

  • Process documentation

  • Process improvement

The above is a partial listing of our capabilities, based on previous projects.  Every client is unique, and we customize our services to every account based on the client's specific needs.