Investment Selection and Monitoring

Our advisors know that structured investment selection and monitoring for our clients' retirement plans leads to better and more informed fiduciary decision making. Our disciplined analysis ensures that we employ a thorough combination of quantitative and qualitative assessments before helping you select the investment options that best match your goals.

We will also work with you in developing and refining your investment policy statement, to manage your liabilities. We maintain regular communication with your selected provider to help ensure you receive the information necessary to make more informed decisions on your investment choices.

Our semiannual investment review is an extensive monitoring process that helps to see to it that your plan maintains quality investment options for the years ahead.

Our investment review includes:

  • Market overview
  • Portfolio summary
  • Asset allocation standings
  • Mutual fund performance analysis