Boutique Objective Boutique national provider with objective stance and single source capabilities makes IIC an attractive partner for mid market and large employers needing outsourced investment consulting and retirement plan services.

Plan Management Focus As an extension of finance and benefits teams, IIC can pursue services such as fiduciary governance, investment policy development, manager search and due diligence, and ongoing investment management for retirement plans.

Lean Growth With a lean team and flexible service scope, target mid market organizations that want personalized attention and cost efficiency compared with larger advisory firms.

Tech Enablement Existing tech stack indicates capacity for web based client tools and analytics; this can be a selling point for dashboards, reporting, and plan performance insights to prospective clients.

Independent Positioning Differentiate from mega firms by selling independence, customized service, and transparent pricing to reduce friction in the RFP and vendor selection process.