Advisors to retirement programs, nationwide.
Since 1981.
Cafaro Greenleaf is an award-winning leader and recognized expert in the retirement plan industry whose exclusive focus on corporate plans and public pensions sets us apart from other investment advisors.
With a results-driven orientation, we develop, implement and administer successful, cost-effective and legally compliant plans for clients nationwide. Our senior-level advisors share a long history in the retirement plan industry, working directly with clients to help you manage your plan’s costs, maximize investment performance, ensure regulatory compliance, and educate your employees to make sure they get the most out of your plan.
Our clients know what to expect from us—unbiased advice and innovative solutions. When selecting providers and investment managers, we have the flexibility to choose those that we believe are most appropriate for your plan needs. We select top money managers across every asset class and regularly monitor their performance through our proprietary investment reporting system. This ensures your plan’s participants have an attractive and diversified lineup of investment options to choose from. As such, we give you the tools to attract and retain the very best employees, and give your employees the tools they need to help them reach their future financial goals.
From Cafaro Greenleaf’s headquarters in New Jersey, and regional offices in Maryland, Massachusetts, South Carolina, and Texas we are available to serve your needs and provide personalized attention, wherever your organization is located.
