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Alesco Advisors is your trusted partner for investment management. We specialize in wealth management, OCIO services and retirement plan consulting. We’re committed to serving the diverse investment and financial needs of our valued clients through asset allocation, broad diversification and cost control. In our role as investment advisor, we provide you with independent advice. Through our firm structure and investment approach, we minimize the potential for conflicts of interest. And you can be confident your needs will always be our first priority.

Our Services

Services for institutional investors including foundations, endowments, defined benefit retirement plans and corporate taxable accounts.

  • As the outsourced chief investment officer (OCIO), provide a dedicated, external resource for overseeing all aspects of the investment process.
  • Engage staff, investment committee and board in a collaborative and efficient manner to fulfill their fiduciary responsibilities.

Services for defined contribution retirement plans including 401(k), 403(b) and 457 deferred compensation plans.

  • As a 3(21) or 3(38) advisor, assist plan sponsors to fulfill their fiduciary obligation.
  • Provide plan participants the best opportunity for retirement success through a menu of diversified and cost effective investment options emphasizing index-centric funds.

Services for individual investors including taxable accounts, IRAs and trust accounts.

  • As a trusted financial advisor, provide comprehensive, tax-efficient investment solutions while minimizing potential conflicts of interest.

  • Add value through a high level of individualized service, a focus on net returns, and an independent perspective of the marketplace.

Optimized Portfolios By Design

Alesco’s expertise is in strategic asset allocation, as well as portfolio construction, through the use of index-centric investments.

Home Team

Our Team

Our team of dedicated and experienced professionals provides quality service to meet our clients’ needs.