Investment Expertise

Back to Retirement Plans: Introduction

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 is important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous qualitative and quantitative evaluation process.
  • Continuous Monitoring: We conduct periodic investment reviews to ensure that performance and expenses remain consistent with plan objectives.