Financial Institutions | Advisors Services

Hall Capital Partners LLC

• Financial planning services
• Portfolio management
• Pooled investment vehicles
• Selection of other advisors (including private fund managers)

Moneta Group Investment Advisors, LLC

• Financial planning
• Portfolio management
• Pension consulting
• Selection of other advisors
• Educational seminars

CAPTRUST

• Financial planning
• Portfolio management
• Pension consulting
• Selection of other advisors
• Publication of periodicals

Cerity Partners, LLC

• Financial planning
• Portfolio management
• Pension consulting
• Selection of other advisors
• Tax services
• Bill pay

Mesirow Financial Investment Management, Inc.

• Financial planning
• Portfolio management
• Pension consulting
• Selection of other advisors

Fisher Investments

• Financial planning
• Portfolio management
• Portfolio assessment

Chevy Chase Trust Company

• Financial planning
• Portfolio management
• Selection of other advisors
• Publication of periodicals
• Educational seminars
• Trustee and investment manager for collective funds

Fort Washington Investment Advisors Inc.

• Financial planning
• Portfolio management
• Selection of other advisers
• Sub-advisory

SCS Capital Management, LLC

• Financial planning
• Portfolio management
• Selection of other advisors

Silvercrest Asset Management Group, LLC

• Financial planning services
• Portfolio management
• Selection of other advisors (including private fund managers)