Agility has merged with Cerity Partners. Together, our two firms are stronger than ever.

If you are an existing client, you can access your account here:

Get in touch:

Contact Us

Cerity Partners OCIO:

Learn More
© 2026 Cerity Partners

Curious about learning more? Let's talk.

Discover solutions for nonprofit organizations. Reach out to start a discussion today.

Tell us about your company's financial landscape at no cost or obligation. Unsure of your needs? Our experts will guide you, offering insights and solutions tailored to the unique needs of your workforce.

Mallory Smith's headshot

Mallory Smith

Principal

Discover solutions for nonprofit organizations. Reach out to start a discussion today.

Schedule a complimentary call to discuss your organization’s financial landscape.

Book Time Online Now:

Book your meeting

This 30-minute call is designed to better understand your company's goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Mallory Smith

Principal

Mallory Smith's headshot

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: September 2026 Economic and Market Outlook

September 3, 2026 - Partner and Chief Market Strategist Jim Lebenthal shares our September outlook on the financial markets and economy, expressing optimism for the remainder of the year…

Daniel Nolan

Partner & Vice Chairman

Incentive Stock Options

How Executives Can Mitigate Single-Stock Risk With Tax Efficiency

August 18, 2026 - For executives of public companies, a large source of wealth is derived from stock options, performance shares, restricted stock, and other stock-based compensation. In these…

Individuals and Families

The Difference Between Financial Advisors at Registered Investment Advisers and Broker-Dealers

September 1, 2026 - A key decision when engaging a financial advisor is based on understanding which legal structure they operate under. There are two main types of wealth…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.