Our consultants are among the best qualified in the industry. Monroe Vos brings expertise in traditional and alternative investments to clients that include defined benefit and defined contribution employee benefit plans (corporate, healthcare, and Taft-Hartley), endowments, foundations, insurance and private clients.


The healthcare industry has unique needs, and Monroe Vos is uniquely qualified to meet them.  We have over 23 years experience with healthcare organizations.

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Endowments & Foundations

Monroe Vos has a deep understanding of the dynamics involved with running a successful investment program.  We currently service more than 30 endowment and foundation plans with total assets over $1 billion.

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Defined Benefit

Our experience with pension plans goes back to our inception in 1988.  We have helped our corporate clients make better informed decisions regarding their defined benefit pension plans.

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Defined Contribution

Monroe Vos is regarded as one of the premier defined contribution consulting practices in the United States.  We currently service more than 25 retirement plans with total assets over $2 billion.

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Private Wealth

As a private wealth client, your needs are unique, and meeting them begins with clear communication and collaboration.  Monroe Vos brings the same kind of rigor and thought leadership to our private wealth clients as to our institutional clients.

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We have the expertise to bring appropriate solutions to unique needs of insurance portfolios.

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From pension reform to a dynamic market environment, the various factors impacting today's Taft-Hartley benefit plans make asset allocation, manager selections, and performance measurement more crucial than ever.

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