Investment Expertise

As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your firm and your employees. Our investment process includes:
 

Investment Policy Statement
 

We assist you in developing an Investment Policy Statement (IPS) that sets guidelines for making investment decisions.
 

Investment Selection
 

It's important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation process.
 

Continual Monitoring
 

We conduct periodic investment reviews to check that performance and expenses remain consistent with plan objectives. 
 

DOL Investor Bulletin: Target Date Retirement Funds