Harrison Fiduciary Group

Harrison Fiduciary Group provides fiduciary and pension consulting services to institutional clients, primarily ERISA-qualified retirement plans, state and local retirement systems, corporate accounts and private investment funds. Services include acting as a Named Investment Fiduciary or Independent Fiduciary, drafting and implementing investment policy statements, selecting and monitoring investment managers and service providers, and managing specialty plan components such as company stock funds and stable value programs.

The firm uses a consultative, engagement-specific approach in which the client defines the scope of duties and HFG implements ERISA-aligned governance, liability mitigation and reporting processes. Its manager selection and oversight emphasize documented investment processes, risk controls and institutional experience, and its work on stable value programs includes detailed credit analysis and negotiated review of wrap contracts and related contractual terms.

Compared with many investment managers, HFG emphasizes pension consulting and independent fiduciary assignments—services such as pension de-risking, ESOP fiduciary work, and serving as investor representative for private direct-lending funds that may include origination of certain loans. The firm also departs from the common percentage-of-assets fee model: it generally negotiates flat, engagement-based fees and does not custody client assets, reflecting a specialist, advisory-focused practice led by a principal with long-standing institutional fiduciary experience.