Find True North
Helping institutions find clarity and orientation in environments where strategy and compliance intersect.
Independent Insight for Executive Benefits and Institutional Planning
Arctis Advisory is an independent, fee-based consulting firm that helps credit unions and non-profits design, fund, and govern executive benefit and institutional investment strategies. We operate with full transparency and a clearly defined flat-fee structure, disclosing all compensation, relationships, and costs.
PROCESS & STRUCTURE
Three-Phase Process
01
Discovery & Strategic Design
Define objectives, quantify needs, and align with policy and regulation.
02
Technical Modeling & Plan Architecture
Model plan structures, funding strategies, and prepare board-ready documentation.
03
Implementation & Product Placement (Optional)
Continue with advisory only, or engage Arctis Insurance Solutions, our licensed entity for product placement.
True North Philosophy
Arctis serves as a constant point of reference for organizations navigating complex financial, regulatory, and human-capital decisions
01
We operate with full transparency and a clearly defined flat-fee structure, disclosing all compensation, relationships, and costs.
02
Our advisory engagements reflect a fiduciary role grounded in principles of objectivity, disclosure, and client-first alignment.
03
Our process separates advice from product placement so institutions can make informed, objective, governance-ready decisions.
04
No commissions or cross-compensation flow between Arctis Advisory and Arctis Insurance Solutions, preserving full clarity and independence.
Discover the difference. Explore Our Process ➞
Deep Expertise Meets Complete Clarity
With deep expertise across plan design, tax structuring, and investment governance, Arctis brings a uniquely transparent, fee-based approach to an industry that has long operated behind the curtain of opaque commissions and product-driven advice.
Regulatory Fluency for Complex Environments
Arctis Advisory brings over a decade of experience in designing and implementing sophisticated executive benefit strategies—including SERPs: 457(f), Restricted Bonus, Split Dollar, Incentive Plans, and Alternative Investment Programs – for institutions nationwide.
