Institutional consulting
Calao Wealth Management Group
254-751-5050
844-296-8405
855-592-4875
200 W Highway 6
Suite 400
Waco, TX 76712
We design, implement and monitor the investment programs of public and private companies’ 401(k) and defined benefit plans. Working with our team offers all of the personal attention to detail of an intimate practice without having to give up the strength, security and resources of one of the world’s largest financial services companies.
“ With the global resources and stability of UBS and the hands-on service of our dedicated team, we deliver the responsiveness and customized solutions retirement plan sponsors require.”
— Joe Calao
Our office locations
Waco
200 W Highway 6
Suite 400
Waco, TX 76712
Austin
98 San Jacinto Boulevard
Suite 600
Austin, TX 78701
Fiduciary governance
One team for your fiduciary oversight
Fiduciary liability is a primary concern for many institutional clients. We provide ongoing support for reviewing and evaluating plan expenses and fees as well as helping you manage fiduciary documentation. We acknowledge our responsibility in writing as defined in Section 3(21) of ERISA and will help you develop an investment process to address fiduciary obligations.
Investment solutions
Tailored strategies for your participants
By accessing the intellectual capital of UBS, as well as its in-depth manager research capabilities, we combine global insights and analyses with an open architecture mix of managers and funds. This allows us to develop investment programs uniquely tailored to the specific goals and objectives of each client.
Plan health
Managing and optimizing your retirement plan
We help you evaluate indicators of plan health, recommend key tactics to optimize your plan and assess the progress of your plan enhancements. In this way, we can help maximize your plan’s effectiveness and model how plan feature changes can impact participants’ retirement income.
Retirement readiness
Customized plan participant education
We will develop educational programs that are highly personalized and specific to your employees’ concerns and questions. As your employees approach retirement, we understand they have very specific needs and concerns and we’ll help keep them informed about useful trends we are seeing in the industry.
Our perspectives
Insights