Would a Turnkey Solution Be a More Cost Effective Approach to Managing My Employee Retirement Benefits?
While every business has its own unique situation and budget when it comes to employee benefits, we believe that providing a competitive retirement plan and adequate resources to those who work for you is a necessary part of being an employer.
By combining 30 years worth of institutional experience and expertise, a completely customized service model, and the structure of a fiduciary that handles all risk and responsibility, our Institutional Advisory Business provides a much more valuable offering than a turnkey program or solely a recordkeeper, all under one transparent fee.
By using our deep institutional expertise and hands-on approach, we help ease the complications and complexities that come with running an employee benefits program so you can use your time to grow and manage your business.
Our relationship is a comprehensive partnership that includes:
Expertise & Quality: Since all of our investment analysis, research, and reports are performed internally by our team of professionals, we can speak intimately to our product’s high quality, its conclusions and immediate relevance to achieving each client’s objectives.
Experience: Retirement plan services not only comprise the majority (70%) of our advisory practice, but we also have almost 30 years of experience serving retirement plan clients in various industries. Such wealth of expertise provides our clients with an advisor that understands and can confidently assist them in their fiduciary duties.
Focus: Distinct from some financial advisors and brokers serving Institutional clients, we have always been strictly consultants and investment advisers.
Objectivity: Combined with our independence and fee-only compensation, the advisory-only distinction is significant to the objectivity of our services. Our services and advice are not compromised by potential conflicts-of-interest such as broker-dealer relationships, other affiliated businesses, or various modes of compensation and revenue-sharing.
Principled: Just as our investment advisory services have remained our sole business and focus since our founding in 1992, so has our fee-only mode of compensation. This unwavering ethical commitment reflects our dedication to and respect for the high standards of confidence, responsibility, and objectivity that we are entrusted with.
Accountability: We have always served as co-fiduciaries to our clients and therefore, participate directly in their investment duties and liabilities.
