A Superior Collective Investment Trust Onboarding Experience.
A Superior Collective Investment Trust Onboarding Experience.
At Great Gray we believe in – and are driven by – growth. In continually expanding and transforming retirement solutions through technology that streamlines, innovation that unlocks potential, and a mindset that reaches far beyond the status quo.
Growth brings new efficiencies, new possibilities, and new goals to our clients. And to their clients.
From acting as a trustee for Collective Investment Trusts (CITs), where we transcend oversight by working to ensure assets are not just managed but maximized, to delivering modern approaches like our onboarding tool BoardingPass™, we never stop looking for smart ways to innovate and grow our industry. And ultimately, bring greater value to those we serve.
Always listening, learning, applying new concepts on top of a long-standing reputation for fiduciary strength and expertise. Creating what’s next from a critical foundation of discipline and trust.
Empowering our industry, customers, and ourselves to grow confidently.
We are dedicated to breaking down barriers to confident retirement and working to ensure that every retiree has access to the best possible retirement solutions. We aim to unlock the full potential of retirement plans through innovative approaches that bring clarity, efficiency, and security to the future of retirement.
A world where every retiree can grow confidently into the future, supported by forward-thinking solutions and industry-leading fiduciary expertise. As leaders in the CIT space, we’re reshaping retirement for the better—simplifying complexities and maximizing opportunities.
With decades of fiduciary experience, a non-traditional, forward-thinking team, and deep relationships with leading asset managers, we have earned our place as the CIT leader. We transcend traditional trustee services by bringing governance, onboarding, and administration together to deliver exceptional value.
We don’t just manage CITs—we transform how they’re managed. Platforms, streamlined processes, and a one-stop-shop for all your needs, we make retirement plan management easier, faster, and more effective.
Our approach is driven by curiosity and collaboration. We listen, learn, and apply what we discover to tailor solutions that meet your specific needs. As a trusted partner, we provide the guidance and educational resources needed to help you navigate the complexities of retirement solutions.
Great Gray offers forward-thinking solutions that maximize retirement plan potential. From simplifying onboarding to offering the leading governance and individualized solutions, we are your partner in navigating the evolving retirement landscape. With us, your clients can retire with confidence and clarity.