Agilis
Financial Services · 11 Employees
Phone Number: 7813736900
Email Address: info@agilis.llc
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About
At Agilis, organizations hire us to partner with them to design and implement custom solutions for their investments and liabilities while properly managing risk.
As actuarial consultants and investment specialists, we help our clients understand complex issues around risk management so that they can move forward with thoughtful solutions that help them achieve their goals, while offering peace of mind.
Because we believe, you don’t have to accept the status quo in your plan; flexibility gets to be a part of the equation. We take pride in the transparency of our team to provide that for our clients.
With our roots dating back decades, Agilis was formed in 2022 after the successful management buyout of the River and Mercantile LLC US business.
For more information, visit https://agilis.llc/
Website
Year Founded
2001
Social Media
Linkedin
Industry
Financial Services
HQ Location
130 Turner St
Building 3 | Suite 510
Waltham, Massachusetts 02453, US
Keywords
efined benefit plansfrozen DB plansterminating DB plansuity purchasectuarial servicessset/liability modelingliability driven investing401(k)403(b)onqualified plans
Location
3
- 130 Turner St Building 3 | Suite 510 Waltham, Massachusetts 02453, US
Email Formats
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andywarhol@agilis.llc
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awarhol@agilis.llc
first + last_initial
andyw@agilis.llc
first
andy@agilis.llc
last
warhol@agilis.llc
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