“Our focus has always been about taking the time to understand our clients’ needs and then partner with them on appropriate solutions that make sense to help them achieve their goals.”
Tom Cassara,
Chief Executive Officer
About Us
Our approach is guided by a commitment to excellence across our broad range of actuarial and investment solutions. We specialize in helping institutional clients, intermediaries, and insurers reach their goals. Agilis was launched in July 2022 as a management buyout from our predecessor firm, River and Mercantile Group. Despite the relatively new company name, our firm’s roots can be traced back over 30 years.
Our skills and expertise across our actuarial and investment offerings ensures that each of our clients can access holistic, long-term investment and actuarial solutions in a flexible manner that suits their needs. We are always challenging and innovating to ensure that we can continue to bring the right solutions to the right clients at the right time.
Actuarial Consulting – We help you manage your pension
plan within your business risk framework.
Investment Consulting – We partner with you to guide
your plan in evolving your strategy to address your
funding and investment needs.
- Actuarial Consulting
- Macro Investment Strategies
- Pension Annuity Purchase
- Pension Plan Termination
- Derivatives Management
- Pooled Employer Plan 401(k) Consulting
- Outsourced Chief Investment Officer
- Investment Consulting