Broker Check

Plan Investment Management & Monitoring

Fiduciary Focused Investment Management

Fiduciary Focused Investment Management

Having a prudent process to managing plan investment options is key for managing your fiduciary responsibilities. 

We can help by providing 3(21) co-fiduciary services when it comes to managing your plans investment options:

  • Creation of an Investment Policy Statement
  • Provide quarterly investment reports
  • Creation of a diversified investment menu and assist with final selection of Investment options
  • Assist with qualified default investment option available to plan participants
  • Provide a prudent process for scoring investments and removing underperforming investments. 
  • Assistance in the documenting of investment committee meetings.  

Ready to Add Fiduciary Support? 

Thank you!