Investment Management

Investment Management

One of the most critical functions your plan advisor must provide is selecting, monitoring, and managing the plan investment options, not just at plan inception, but on an ongoing basis.

We use a sophisticated suite of institutional software to create a well-diversified menu of investment options that will allow participants to create an asset allocation to meet their specific needs. Our team then monitors the fund lineup and, if and when necessary, recommends changes to those investments to ensure they remain optimized.