Proteus capital accumulation plan clients range from small single location employers to national programs with thousands of employees at dozens of locations. Our defined benefit and investment consulting clients have investment accounts that range from a few million to hundreds of millions. All of our clients share a common desire to have the best plan possible for their employees and a common need to have expert help to manage the demands of being a plan sponsor.
With over 90 clients in many diverse industries and $15 billion in assets under stewardship combined with over 125 years of industry experience our clients are assured we have the experience and resources needed to meet their program needs.
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Royal Ontario Museum
"When the Royal Ontario Museum decided to engage a pension investment advisor, our Pension Committee underwent a rigorous evaluation process and ultimately selected Proteus. The firm’s unique approach and their ability to communicate complex pension and investment issues fit well with our Committee’s culture.
Proteus has conducted an asset mix study, revised our Investment Policy, assisted in selecting and transitioning to new investment managers and conducted a review of the actuarial marketplace. The quality of their material is first class and the value they have offered the Royal Ontario Museum has been significant. We would highly recommend Proteus."
Pension Committee Chair, Royal Ontario Museum