- Unbiased Expert Advice
- Strategic Asset Allocation
- Proper Diversification
- Onsite Meetings and Education
- Financial Planning and Wealth Management
- Best Platform and Investment Options
- Cutting Edge Technology
- World Class Service
Our proprietary investment strategy, model portfolios, and disciplined methodologies are institutionally built to systematically improve risk-adjusted returns over the long term, while at the same time significantly reducing costs. Our services also include the formal, written assumption of fiduciary duties per ERISA 3(38) and 3(21), best practices in Plan Design, and other leading-edge solutions for Retirement Plans and Investors.
Given the recent defined contribution plan regulatory changes, coupled with the complexities associated with prudent retirement planning, we believe that our full suite of retirement plan services uniquely positions our firm to successfully partner with Plan Sponsors, as well as Plan Participants to provide “best in class” solutions.
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