New Investment Strategies for Companies to Thrive in a Changing World
Compensation and investment strategies that help companies advance portfolio performance, talent optimization and cost savings in ways they never knew possible.
New Investment Strategies for Companies to Thrive in a Changing World
Compensation and investment strategies that help companies advance portfolio performance, talent optimization and cost savings in ways they never knew possible.
Yes, the world is changing faster than anyone could have imagined.
And that change has brought a host of new issues for companies to deal with. Just look at what’s happened to workforces, talent and the entire work-from-home, remote shift. The ability to retain, attract and motivate the very best employees has never been more dynamic, and competitive.
And then there’s the issue of regulations and management of retirement, compensation and benefits programs in general. More complexity. More compliance. More cost. More risk. Beneath all of it, there’s the ever-present pressure to deliver more and more revenue to the bottom line, every day, every quarter, every year.
Newcleus Brings Innovative Solutions
Unlock new sources of revenue
and outperform historical results.
Attract, retain,
and motivate
the strongest talent.
“We’re struggling to offer competitive benefit packages that meet the high expectations of top-tier talent, especially in a market where competitors are constantly upping the ante and priorities are shifting.”
Offset costly plan expenses
while expanding benefits.
“The costs of managing comprehensive benefit and retirement plans are straining our financial resources and operational efficiency.”
We use qualified and non-qualified investment strategies to help companies succeed in ways they never realized—in portfolio performance, talent optimization and cost savings.
- By using them in proven ways to generate results and outperform what’s been possible.
- To infuse their best talent with greater levels of loyalty, interest and enthusiasm.
- To grab hold of the spiraling costs of benefit programs and bring them back down—while expanding what they deliver.
Assets Under Management
Clients
Non-Qualified Plans
Greater Specialization, Options, and Independence
This is all we do, so we have greater knowledge, understanding and expertise that surpasses other firms.
We draw upon a broader set of tools, including proprietary products, enabling us to be more holistic, agnostic, creative—and effective—in our approach.
We maintain true independence by not being restricted to any one product, carrier or plan—opening the door to solutions more in the interest of our clients.
Institutional Solutions
Maximizing returns, minimizing costs, strengthening talent
Bank-Owned Life Insurance (BOLI)
Enhance benefits and non-interest income while offering tax advantages.
Corporate-Owned Life Insurance (COLI)
Strengthen financial position, resiliency and continuity by creating new lines of revenue.
Non-Qualified Deferred Compensation
Offer tax-efficient savings for key employees, enhancing retention without traditional plan limits.
Insurance Company-Owned Life Insurance (ICOLI)
Provides tax-free growth, efficient capital use, and strong investment options, boosting returns.
Credit Union Advisors
Elevate your credit union’s benefits program with higher yields.
401(k)
Attract talent with flexible retirement plans that offer tax advantages to encourage employee savings.
Lifetime Income Non-Qualified Solutions
Future-proof retirement with secure, lifelong income that cannot be outlived.
Newcleus’ Titanium Benefit Plan
A revolutionary deferred comp alternative offering tax-free income, unlike traditional taxable plans.
Supplemental Executive Retirement Plans
Custom SERPs boost retention, align goals, and support non-traditional life events.
Administration
Multi-Informational Network Tracking System (MINTS)
Our MINTS client portal experience streamlines plan management, report access, and result tracking.
Why Newcleus?
We bring powerful new thinking
that shows companies how their investment portfolios can outperform what’s been possible before, retain and attract the very best talent—and reduce costs.
Strengthen your key company assets
Enhance your benefit, finance, or compensation plans with precision and expert insights. Partner with a Newcleus advisor for tailored strategic guidance.
