As your Plan Advisor, we will establish an investment strategy that fits the specific needs of your company and your employees. Our investment process includes:
Investment Policy Statement
We provide you with an Investment Policy Statement (IPS) to serve as a road map for selecting and monitoring the plan’s investments.
Having a well-balanced investment lineup that offers diversification across asset classes is critical. We provide investment recommendations based on a tested quantitative and qualitative evaluation process.
Quarterly investment reviews are provided by our team to ensure performance and costs remain consistent with the IPS criteria and other plan goals.