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Rasch Cousineau

Advisor at Fiduciary Consulting Group

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Fiduciary Consulting Group logo

Firm

Fiduciary Consulting Group

Location

Henderson, NV

Credentials

Series 63, Series 65

Industry experience

28 years

About

Rasch Cousineau is a financial advisor with Morgan Stanley Institutional Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Institutional Investment Advisors since 2016 and previously spent 19 years at ICMA-RC Services, LLC and ICMA Retirement Corporation. Morgan Stanley Institutional Investment Advisors LLC’s Fiduciary Consulting Group provides customized fiduciary and investment consulting services to institutional clients such as retirement plans, plan sponsors, charitable institutions, and governmental entities. The firm offers both discretionary and non-discretionary advisory engagements with a focus on ongoing manager monitoring, due diligence, and fiduciary education.

Client services

Based on Fiduciary Consulting Group

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Investment policy statement creation/review for 3(21)a and 3(38) erisa plans

Occupation focus

Based on Fiduciary Consulting Group

Government Employee Founder/Business Owner

Fee options

Fixed

Generally, clients are billed a flat annual fee payable quarterly either in advance or in arrears; project-based fees are quoted on a case-by-case basis.

Project-based

Location

Henderson, NV

Most active in

Nevada · Oregon · Texas

Work history

Morgan Stanley Institutional Investment Advisors

2016 - Present (10 years)

ICMA-RC Services, LLC

1997 - 2016 (19 years)

ICMA Retirement Corporation

1997 - 2016 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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