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2.1 billion
Assets Under Advisement
1:8
Professional to Client Ratio
95.5%
Our Client Retention Rate

As of Q2 2014

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Best Practices From Our Experts

Sep
30
2014
The Second Phase of Life during Retirement: Slow, Slow, Slow

by in Individuals

There are three different and distinct phases in retirement.  Initially, you will find yourself in the go, go, go phase.  You might call the second phase slow, slow, slow, later followed by the no, no, no phase. This post will focus on the second phase of retirement life, the slow, slow, slow phase (for more […]Read More

Sep
10
2014
How 3(38) Investment Managers can Lessen Plan Sponsor Risk

by in Vendor

Any employer who sponsors a retirement plan knows that along with providing a great benefit to employees, offering a retirement plan creates a level of risk for the employer/plan sponsor. Although there is no way to completely alleviate all risk associated with sponsoring a retirement plan, employers can be strategic in mitigating some of their inherent […]Read More

Sep
10
2014
How Bundled Services in Retirement Plans are Like Fast Food Value Meals

by in Vendor

You pull up to your favorite fast food chain and decide to order a burger, drink and fries, paying for each separately.  But wait – you notice the menu includes a value meal consisting of the burger, drink and fries, but at a slightly lower price.  Everyone likes a deal, so you order the value […]Read More