Our investment philosophy, centered on the foundations of an effective retirement plan, underlies all we do.
- Virtually all long-term performance is explained by strategic asset allocation, prudent risk management.
- A well-drafted Investment Policy Statement (IPS) outlines the retirement plans objectives and intentions. The IPS is the blueprint for measuring performance critera.
- Prudent security selection is a matter of constructing portfolios that provide strategic diversification, management of risk, with a keen focus on cost of investment.
- Exceptional service is the result of a dynamic process that includes periodically measuring results in a straightforward and understandable way.
IS IT TIME FOR A PLAN REDESIGN OR BENCHMARK?
Last year's plan not fitting this year's needs? We're here to help.
We can benchmark your current plan to help determine if any adjustments are needed due to high plan cost, poor investment selection, shifting employee demographics, business growth, or legislation changes.