Chris Englebert began his career in 1984 with E.F. Hutton, utilizing their institutional managed accounts program through the Consulting Group to place institutional and high net worth clients with professional money managers. He began working with Pennsylvania Municipal Defined Benefit Plans to help increase their investment returns and meet their actuarial assumptions with professional money managers.
In 1986, he became a founding member of APIC, the Association of Professional Investment Consultants, an organization made of E.F. Hutton consultants that wanted to bring the highest level of professional money manager consulting to their high net worth and institutional clients. Many cutting edge investment reporting and due diligence protocols were established during the early days of money manager consulting. During the 2008-2009 global financial crisis, Chris made numerous trips to Harrisburg to educate state legislature on the intricacies of defined benefit pension funds and beneficial changes that could be made to them. While maintaining and growing his high net worth client relationships, his experience evolved his business into focusing on Pennsylvania municipal finance. He advises on various facets of asset allocation, manager selection and index utilization. He has also introduced a new defined contribution format, utilizing active investment models for participants.