Institutional Client Services
Halleran Financial Group’s professionals understand the importance of upholding an organization’s integrity and mission. Halleran Financial Group provides a wealth of institutional services focused on the core goals of our institutional clients.
Trust and Endowment Services
- Trustee stewardship consulting
- Investment Fiduciary consulting
- Investment policy statement review
*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Retirement Plan Services
- Retirement plan evaluation and design assistance
- Open architecture platform consulting
- Retirement plan participant education
- Plan sponsor consulting
* Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
Business Consulting Services
- Buy/sell agreement insurance consulting
- Business succession planning
Institutional Client Services and Resources
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