Creative and Practical Advice on a Wide Spectrum
of Investment and Economic Objectives

Compensation Strategies, Inc. is an independent actuarial, financial services and insurance consulting firm.

We advise high net worth families and individuals on retirement and estate planning, wealth accumulation objectives, investment strategies, and their economic risk transfer options. The firm also consults with public, private and non-profit organizations on the design, financing and administration of retirement plans and other capital accumulation or insurance programs for their executives and staff employees.

Our advice for all clients draws upon a single set of resources: our accumulation of practical experience and our commitment to high technical and ethical standards. That advice and related implementation services also honor another fundamental principal: each client relationship is unique and that uniqueness must shape our conclusions.

We therefore place great emphasis on having a thorough initial dialogue that explores the client’s circumstances and priorities and gives us a contextual understanding of the issues the client has asked us to address. This discovery process sharpens our diagnostic analysis and research and seeks to lead to more creative, efficient and appropriate recommendations.

The managing director of Compensation Strategies is William A. Dreher, F.S.A. Bill Dreher is a seasoned and imaginative, but pragmatic problem solver. He is a keen risk analyst and contingency assessor in three spheres: portfolio strategy; retirement and estate planning; life and long term care insurance underwriting. His expert knowledge of actuarial mathematics, traditional and alternative investments, and insurance products is coupled with a sophisticated lay understanding of related tax, legal and accounting matters. With fifty years of experience as a counselor to major public companies and wealthy families we believe he is well equipped to guide you through the next investment market and economic cycle.