The McGriff Alliance

The McGriff Alliance serves individuals (including high‑net‑worth and non‑HNW clients), trusts, estates, pension and profit‑sharing plans, and also provides advisory services to investment company clients and pooled investment vehicles. Its services include discretionary asset management for individuals, financial planning engagements, referral and selection of third‑party money managers, and insurance brokerage and annuity sales.

The firm constructs customized portfolios using mutual funds, ETFs, equities, annuities and life insurance and employs both strategic and tactical asset‑allocation approaches rather than pure market timing; it offers financial planning through fixed‑fee or hourly arrangements alongside percentage‑of‑AUM management. The McGriff Alliance also serves as sponsor, general partner and manager of a series of private pooled funds (the Designing Strategies Fund series) that invest in life settlements through an arrangement with ASR Alternative Investments and related Advanced Life Settlement Portfolio vehicles, and it provides portfolio management for those pooled vehicles.

Noteworthy for a firm of its type, The McGriff Alliance combines private fund sponsorship and portfolio management for pooled vehicles with insurance sales activity and an affiliation with a certified public accountant, enabling integrated tax, accounting and insurance advice but also creating potential conflicts tied to commission income and third‑party referral arrangements. The firm’s role as a non‑independent sponsor/manager of life‑settlement private funds, its acceptance of commissions and fixed planning fees, and its practice of sharing in third‑party manager compensation are features that distinguish it from most peers.