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As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your organization and your employees.  We then monitor the selection and deselection of funds to continue to meet the goals of your Participants

Our investment process includes:

  • Investment Policy Statement- We assist you in developing a customized Investment Policy Statement (IPS) to serve as a blueprint for selecting and monitoring your plan’s investments
  • Investment Selection- It’s important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations using a proprietary fund ranking system, and an in depth quantitative and qualitative analysis.
  • Investment Monitoring - Our investment monitoring and review is conducted quarterly, to ensure investments are meeting the needs of the plan participants, and remain consistent with plan goals and IPS criteria
Check the background of this firm/advisor on FINRA’s BrokerCheck.