Institutional Investment Consulting Inc. (IIC) is a national, objective, single-source provider of institutional investment consulting services. We possess the ability to assist small, mid size, and large companies with every aspect of institutional investing, from strategy and structure, to ongoing investment management, as well as a wide range of special projects. It is our team’s goal to serve your organization, in many respects, like an extension of its finance and benefits departments. While acting as the company's advocate, we will assist your committee in proactively managing the multi-faceted plan-related responsibilities and the service providers. The knowledge and experience of our team provides a valuable timesaving resource that assists in developing and maintaining a solid strategy for your organization's retirement plans.
We possess no proprietary products and believe we are void of any conflict of interest that may be commonly associated with banks, traditional full service brokerage firms, insurance companies, fund companies, etc. We do not cater to the retail market place and have no retail clients. We possess the ability to consult on a hard or soft dollar basis.
Our Managing Directors
Click on the directors to read their bios.
GENERAL DISCLOSURE STATEMENT:
FIRM: Securities offered through Cantella & Co. Inc., Member FINRA/SIPC
This information is intended for use only by residents
of CA, CT, FL, IA, IL, LA, MA, MI, MN, NY, OH, PA, SC and WV. Securities-related
services may not be provided to individuals residing in any state
not listed above, without obtaining prior subject state approval
for state securities registration in the subject state. Mr. Kozemchak
is securities licensed in CA, CT, FL, IA, IL, LA, MA, MI, MN, NC,
OH, OK, PA, SC, and WV. Mr. Ciocca is securities licensed in CA,
CT, MI, MN, and NY
Read the Full Disclosure Statement