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Investment Policy Meetings

As your Plan Advisor, we will establish an investment strategy that fits the specific needs of your company and your employees. Our investment process includes:

Investment Policy Statement

We provide you with an Investment Policy Statement (IPS) to serve as a road map for selecting and monitoring the plan’s investments.

Investment Selection

Having a well-balanced investment lineup that offers diversification across asset classes is critical. We provide investment recommendations based on a tested quantitative and qualitative evaluation process.

Investment Monitoring

Quarterly investment reviews are provided by our team to ensure performance and costs remain consistent with the IPS criteria and other plan goals.

Investment Policy Meeting