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"Have you ever looked at something and just knew that it could be better? We have and we've made retirement plans better."
Investment Advisory Services
“The duty to act prudently is one of a fiduciary’s central responsibilities under ERISA. It requires expertise in a variety of areas, such as investments. Lacking that expertise, a fiduciary will want to hire someone with that professional knowledge to carry out the investment and other functions.”*
*DOL “Meeting Your Fiduciary Responsibilities”
We serve plans as an investment fiduciary. Our guidance is objective and backed by data, experience and a custom Investment Policy Statement (IPS).
An Investment Policy Statement (IPS) is a key component of our fiduciary services.
We provide investment due-diligence reports to clients. These reports –
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provide clear guidance and recommendations
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are developed specifically for retirement plan investments, and can be customized for your plan
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include a concise investment report card that facilitates committee decisions
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document a prudent investment review process
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