Usi Advisors

USI Advisors, Inc. is a registered investment adviser that has been in business since 1994. The firm specializes in providing investment advisory services primarily to employer-sponsored retirement plans, corporate pension and profit-sharing plans, endowments, charitable organizations, trust programs, corporations, municipalities, and various institutional investors. USI Advisors offers both discretionary and non-discretionary services, with discretionary assets under management totaling $591,644,444 and non-discretionary assets under management totaling $31,484,434,596 as of December 31, 2022. The firm is a wholly-owned subsidiary of USIC Investment Group, Inc., which is controlled by USIR Management LLC, owned by certain executive officers of USI, Inc. USI Advisors' investment strategies include passive, active, and liability-driven approaches, with a focus on client-specific objectives and constraints. The firm's fee structure is subject to negotiation, with advisory fees billed in advance or arrears based on the client's account equity. USI Advisors does not charge performance-based fees and does not vote proxies on behalf of clients. The firm has no disciplinary information and does not have custody of client assets. Clients have the option to compensate USI Advisors via a "hard-dollar" fee or through indirect payment via certain investment/insurance products. USI Advisors has a Code of Ethics in place to ensure high standards of business conduct and fiduciary duty to clients.