Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success.
We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind.
As a fiduciary, you seek to continue the success of your business while fostering a professional culture that both attracts and retains quality employees. Selecting and implementing the right retirement plan can go a long way in helping you achieve those objectives. Our team extends the capabilities and bandwidth of your management team to administer and manage retirement plans that support the needs of both your institution and workforce.LEARN MORE
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well. As your knowledgeable partner, we provide wide-ranging, comprehensive financial planning with which to chart a detailed course for pursuing a bright and confident future.LEARN MORE
Your portfolio should work for you in propelling both your short- and long-term goals, and preserving the wealth you’ve worked diligently to grow. Fixed income investments are an essential component of a well-diversified financial plan and can support your aspirations with a reliable stream of income.LEARN MORE
We understand that each of our institutional clients face their own set of challenges. However, each seeks a trusted partner to help them manage their fiduciary duties and meet their goals, in alignment with the mission of the organization they serve.LEARN MORE
Participation is vital to the success of your plan. Educating your plan participants about the benefits and procedures is an ideal way to encourage and increase participation. The Campbell Courtright Group can help your employees have the essential information they need.
The health of your plan can be measured by factors such as participation rates, deferral rates and employee investment decisions. The Campbell Courtright Group can offer strategies designed to encourage a healthy plan.
The Campbell Courtright Group can provide enrollment meetings for new employees and continuing education for your existing employees to encourage participation and engagement.
Our team of experienced retirement plan specialists can help you with all aspects of establishing and managing the plan that’s right for your company.
The Campbell Courtright Group can help you identify and evaluate your company’s needs, so you can select the appropriate plan features and services.
The Campbell Courtright Group can work with you to find the provider that best fits your needs, by considering factors such as record keeping, communications, investment flexibility, compliance, fees and services.
An Investment Policy Statement (IPS) clearly defines plan goals and provides the plan sponsor and investment committee with guidelines for making investment decisions. Specific information on matters such as asset allocation, risk tolerance, and liquidity requirements would be included in an IPS. The Campbell Courtright Group can help you create this document.
The Campbell Courtright Group can help you select a range of investment options that are consistent with your plan’s Investment Policy Statement.
It is imperative to monitor the performance of your plan’s investments against the goals outlined in your Investment Policy Statement. We can provide the tools and guidance to help you maintain an appropriate range of investments.
Inevitably, there are issues that can arise in connection with the day-to-day activity of your plan. The Campbell Courtright Group can help you address and resolve them.
Creating and maintaining a fiduciary audit file is one of the best ways to document ERISA compliance should accusations of a fiduciary breach ever arise. The Campbell Courtright Group can help you establish such a file.
The Campbell Courtright Group of Raymond James specializes in assisting plan sponsors throughout the Intermountain West with all aspects of managing corporate retirement plans, including 401(k), Profit Sharing, 403(b) and Non-Qualified Deferred Compensation plans.
The comprehensive retirement plan services we offer include:
The expertise of our team and the scope of services offered are designed to serve plan sponsors and participants in a most complete and comprehensive manner. Our team works together toward a common goal – serving the best interests of our clients and providing an extraordinary level of plan guidance and personal service.LEARN MORE
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.