We work with plans that range in size from $1 million to over $1 billion in assets. We help plan sponsors offer a sophisticated, yet uncomplicated, approach designed to be simple and effective for participants while minimizing the risks associated with offering competitive retirement plan benefits.
As independent consultants, we do so without most of the potential conflicts that can occur when a broker or “proprietary” investment provider is involved.
As a fiduciary we are required to deliver results that are in your best interest
- By providing ERISA 3(21) investment advisory or 3(38) investment management services
- By making recommendations that are in your best interest
- By making complex issues simple
Investment Advisory Case Studies