Hub acquires $1.1 billion retirement plan firm
The team at Indianapolis-based CSi Advisory Services is joining Hub Midwest East.
Hub International, a Chicago-based insurance brokerage and financial services firm, has acquired the assets of CSi Advisory Services, an Indianapolis-based retirement plan consulting firm managing $1.1 billion.
Financial terms weren’t disclosed.
Kristi Baker, managing partner of CSi Advisory Services, and Kelli Davis, vice president of retirement plan consulting, and the CSi Advisory Services team will join Hub Midwest East. Hub International said in a press release Monday.
CSi Advisory Services focuses on participant outcomes, investment outcomes and financial coaching and wealth management.
[MORE: Hub International acquires $8.3 billion RIA]
Invasion of Ukraine elicits surge of giving: Vanguard Charitable
Learn more about reprints and licensing for this article.
