Independence allows us the freedom to research the best investment ideas on behalf of our clients.

Investment Philosophy

As an independent Registered Investment Advisory firm, we are not required to adhere to a parent company’s investment thesis or proprietary investment products. Independence allows us the freedom to research the best investment ideas on behalf of our clients. As a result, we analyze economic and investment-related forecasts from leading institutions, including banks, economists and investment managers to develop our own long-term investment strategy.

Our goal is to create institutionally designed and globally diversified risk-sensitive solutions to meet client objectives.

Strategic Asset Allocation

We construct broadly diversified portfolios using investments within equity, fixed-income and real assets. These portfolios are designed using investment themes targeted to the next three- to five-year period. We believe this timeframe avoids the short-term distractions that can lead to poor investment decisions and allows clients the confidence necessary to meet their long-term goals.

Rigorous Guidelines

Our investment approach is unique to each client and formalized in an Investment Policy Statement (IPS). The IPS sets standards for measuring risk, performance and stability of the organization, and it results in risk-aware, low-cost investment solutions that exhibit strong performance results.

Monitoring Investments

Our investment committee evaluates each investment on a quarterly basis for adherence to the Investment Policy Statement (IPS). Our analysts have access to the latest tools and software, which help them monitor investment risk, performance and fees. Investments that do not meet our expectations are placed on a watch list or recommended for replacement. And we document and report the results of this quarterly review process to our clients.

A Team Approach

The Ingham investment committee is made up of a team of eight seasoned investment professionals with an average of 18 years’ experience. And we take care to include different viewpoints on the committee, which allows us to vet new investment ideas and evolve our investment thesis. We believe the committee structure allows us to apply a consistent approach to investing and create a higher probability of success for our clients.

Our Fiduciary Duty

We promote fiduciary excellence by adhering to a set of simple but strict principles as set forth by the Centre for Fiduciary Excellence (CEFEX). Our consultants are trained and certified as Accredited Investment Fiduciaries (AIF) and Accredited Investment Fiduciary Analysts (AIFA); and deliver the highest level of fiduciary care. Our entire staff participates in ongoing training and continuing education to ensure you receive high quality service that exceeds your needs.

About Us

Established in 1972, the Ingham Retirement Group (Ingham) is a national, independent, full service retirement plan consulting, investment advisory, record keeping & actuarial firm. Ingham’s staff includes an ERISA attorney, CPA, Actuaries, Investment Advisors, Fiduciary Analysts & Compliance Administrators.

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Contact Us

Phone: 305-671-2200

Phone: 888-458-5557