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Investment Services

We respect your expertise and have high expectations for ours. Our investment team has the experience and proficiency it takes to assist you in managing the investments in your organization’s retirement plan. We are a fiduciary and acknowledge our fiduciary status in writing, so you can be confident that we will look out for the best interest of your participants and help you do the same. We have a defined and documented process for investment selection and monitoring that we review with you on a regular basis.

Investment Advisory Services

  • Investment Policy Statement Development
  • Participant-Directed Defined Contribution Plan Investment Menu Construction
  • Qualified Default Investment Alternative Selection Process
  • Custom Target Date Portfolios
  • ERISA 3(38) Investment Manager
  • ERISA 3(21) Investment Advisor
  • Cash Balance Plan Portfolios
  • Defined Benefit Plan Asset Allocation & Investment Manager Selection
  • Investment Manager Monitoring: Quantitative & Qualitative