Choosing the right investments for your employer-sponsored retirement plan can be a daunting task. We can help you select the investments and investment managers that benefit your employees—then monitor and manage those investments for the best possible returns. You can also hire us on as a 3(38) Investment Manager to select investments on your behalf—allowing us to alleviate some of your risk.
How We Can Help You
Investment Research and Selection
To help you select the best investments for your retirement plan, we go beyond generic reports. Instead, we conduct quantitative and qualitative research by gathering information on the investment fund manager's tenure, the fund’s risk and expenses and institutional history and size. Avoiding shortcuts allows us to deliver the most thorough investment research, so you can make informed decisions on behalf of your plan participants.
We will use our proprietary system to monitor and manage your investments so you can see why investments are either over-performing or under-performing. If an investment’s performance fails to meet expectations, we will dig deeper into the history of that investment, then recommend you retain or replace that investment based on those additional uncovered factors.
Our Investment Team can also advise you on:
- Selecting the investment lineup
- Custom investment search methodologies
- Asset allocation models
- Proxy policy statements
- Investment policy statements
The Investment Team includes Investment consultants and Investment analysts. Each member of the Investment Team is a Certified Financial Analyst (CFA) or is actively pursuing the CFA designation. The CFA program bridges academic theory, current industry practice and ethical standards, promotes real-world portfolio management skills and is the most respected and recognized investment designation in the world.
Meet the Team Leader
Cody oversees the Investment Team to help employers select the best investments for their retirement plan, and then monitor those investments for the best possible return. Cody is a Certified Financial Planner™ professional, and holds a Master of Business Administration from Missouri State University. He has been with Pension Consultants since 2007.
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