The Corporate Services Group of Oppenheimer & Co. Inc. (CSG) is solely dedicated to advising the sponsors of mid-sized retirement plans. As a boutique practice, CSG works closely with its select clientele to thoroughly comprehend their needs, and construct and execute customized solutions. In a world where the delivery of static, third party reports is becoming the norm, CSG takes pride in their dynamic investment analytics and fiduciary process management. CSG is led by Jim Scheinberg and Brant Griffin who collectively possess over 28 years of qualified plan experience. Jim and Brant uniquely function as their clients’ analysts, their consultants, and their relationship managers.
CSG is a fee-only, vendor neutral advisor with no soft dollar conflicts or limited solution sets that may handicap our services. We have no proprietary mutual funds,* record keeping platforms or administrative services. CSG serves as a true advocate to the plan; we are your ‘prudent experts’.
Cornerstone Services:
- Fiduciary Process and Investment Policy Consulting
- Investment Lineup Evaluation and Optimization
- Manager Search and Monitoring
- Plan Cost and Revenue Analysis, and Vendor Renegotiations
- Provider and Advisor Search Services
- Employee Communication, Education and Advice Services
*Oppenheimer & Co. Inc. is not affiliated with OppenheimerFunds, which is a member of the MassMutual Financial Group.
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