For Employers

Institutional Retirement and Investment Services

What We Do

We work with employers to provide comprehensive benefit solutions to attract, retain, educate, reward and empower quality employees. Our services include consultation on the design of employer-sponsored retirement and executive compensation plans complemented by the implementation of solutions for administration, asset management, and employee education all through strategic relationships with industry leading institutions.

In addition, we provide organizations personal financial planning services specifically catered to the level of needs for all employees from key senior administrators to the general employee population.

Who We Are

Our Institutional Retirement and Investment Services division is comprised of a collaborative team of experienced financial professionals with specialties in retirement and pension plan administration (for non-profit 501(c)3, governmental, and small to mid-sized for-profit organizations), executive benefits carve-out plan design, financial planning and wealth-management for high net worth professionals, business owners and general investment services for individual clients.

To our clients we bring one of the most experienced teams of retirement plan specialists in the entire industry, with over 50 years of collective experience.

Unique Philosophy

Our approach involves working closely with our clients to help them Understand, Grow, Preserve, Value, and Share what they have. In addition, we believe it is our mission to meet the personal objectives of our institutional and individual clients, before those of the financial institutions we may represent.

Reach
Expertise
Resources

The Davis Group is a division of Charter Oak Insurance & Financial Services, one of the fastest growing financial services firms in New England.

With over $2 billion under management, as of 12/31/2007, and offices throughout New England, Charter Oak Insurance & Financial Services has the reach, expertise, and resources to serve all of the financial needs of individuals and companies, large and small.

Through our connection with Charter Oak Insurance & Financial Services we can have it both ways - the resources of a larger firm, and the boutique service of the small locally owned company we are.