Investment Consulting

We partner with you to guide your plan’s fiduciaries in evolving your strategy, so that your funding and investment needs are addressed appropriately.

Tailored advice for your benefit
From asset allocation and fund manager selection to risk management and ongoing governance support – we understand that your world is complex. We tailor our advice to your needs, to help your fiduciaries better govern your pension, ensuring improved results for your participants.

Putting your plan at the core
We believe that the best tools and solutions should be accessible to all plans we work with.  You will have full access to our extensive investment and consulting expertise, which inform our advice on implementation through the managers that we regard as appropriate to the circumstances.

We partner with you to reach your goals
As experienced consultants committed to investment excellence, we provide proactive and relevant advice aimed at helping you:

  • Set clear and measurable objectives
  • Form a forward-looking plan for targeting the right level of return
  • Ensure diversity across asset classes, regions and managers as appropriate
  • Adapt to the prevailing market conditions
  • Managing risk and taking opportunities when appropriate
  • Selecting where there is a benefit from active managementWe provide investment and transaction advice to DB and DC pensions in the US, as well as pensions and insurance firms in the UK. We work alongside you to:
  • Understand your objectives and needs.
  • Help you understand the risks you face and how these risks evolve over time  
  • Provide proactive and relevant advice on investment strategy, asset allocation and manager selection  
  • Evaluate and select appropriate managers to support your desired investment outcome, with full consideration for your environmental, social and governance requirements 
  • Select platform providers, administrators and communication specialists where required for DC pensions  
  • Provide ongoing education and training on all aspects of investment strategy and governance  
  • Monitor your strategy performance on an ongoing basis against the metrics that matter to you

Questions? To learn more about our service offerings or how we can benefit your pension team contact us below.




The information on this page sets out the terms and conditions (the “Terms and Conditions”) that govern your use of and access to this website Access to the website is offered subject to your acceptance of these Terms and Conditions in their entirety and by using the website you confirm that you accept and agree to be bound by these Terms and Conditions.

The website is operated by Agilis Holding Company LLC on behalf of itself and its subsidiaries (collectively, Agilis or we/us/our).

Company and contact information

Agilis Holding Company LLC is a limited liability company registered in Delaware and has its registered office at 130 Turner Street, Bldg. 3, Suite 510, Waltham, MA 02453.

Agilis Holding Company LLC has two operating subsidiaries:

  • Agilis Partners LLC is registered in Delaware and has its registered office at 130 Turner Street, Bldg. 3, Suite 510, Waltham, MA 02453; and
  • Agilis Capital Management Limited is registered in the United Kingdom (Company Number 13970033) and has its registered address at 1 Elsenham Street, London SW18 5NU United Kingdom.

If you have any inquiries in relation to this website or the information on it, please contact us by email at

The website and the nature of its information

The website and the information contained on it are provided for general information purposes only and do not constitute advice of any kind on which you should rely, or a recommendation to buy or sell any product, service or investments. Products or services mentioned on this website are subject to their own terms and legal and regulatory requirements and may not be available or appropriate for persons in all jurisdictions. The products and services are not available to persons in any jurisdiction where Agilis is not registered or authorized to engage in any investment business or activity requiring registration or authorization. If you choose to access information on this website it is your responsibility to comply with applicable local, national or international laws.

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