Investment Services

Selecting, Monitoring and Managing Your Investments

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.


Investment Monitoring

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

Investment Team

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.

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Investment Blog


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by in Investment, Participant, Retirement Plan Performance, Uncategorized, Vendor

If you’ve been following along with our Top-Performing Plan blog series, or you viewed our three-part webinar series, you know that we believe that it’s essential for the retirement planning industry to hold itself to objective performance standards. They’re essential to help you, the fiduciary, understand exactly how your plan is performing.Read More