About Us

BNY Mellon Investment Strategy & Solutions Group delivers an integrated solution that combines investment, advisory and asset servicing components to a wide range of institutions:

  • ERISA Defined Benefit Plans
  • Non-ERISA Defined Benefit Plans (e.g. Public, Church)
  • Endowments
  • Foundations
  • Others (e.g. Gift Annuity Programs; Pre-Paid Tuition Programs)

Our solutions reflect expertise developed over 30+ years, delivered by a dedicated team of investment professionals. The services we integrate reflect the breadth and strength of BNY Mellon:

  • Asset Management: As one of the world's largest asset managers, BNY Mellon has a wide range of products that can be customized to meet client objectives.
  • Asset Servicing: BNY Mellon is the world's largest custodian with expertise to meet the most complex needs
  • Advisory Services: Our comprehensive advisory capabilities emphasize risk analysis and reporting

We take great pride in our capabilities and success in helping a wide range of organizations meet their risk/return objectives.