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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