Investment Services

Our Investment Advisory practice was built to service qualified Plans. We can provide support to any existing Registered Investment Advisor (�RIA�) relationship you may have, partnering with them to bring the latest in service and technology to your employees.

Education and advice to assist Plan participants in making informed investment decisions is an increasingly important benefit that Plan Sponsors can bring to their participants.

If your plan does not have an existing relationship with an RIA, we can provide such services through our affiliated, SEC registered, RIA. Our web-based advisory solution provides the following capabilities for each participant:

• Assessment of individual risk profile and tolerance
• Bi-weekly market commentary
• Statistical analysis of each fund in your Plan
• �Buy and Hold� static portfolio allocations
• Dynamic �Actively Managed� advice on constructing a portfolio based on current market conditions
• The �Manage it for Me� option, wherein the participant elects to retain our RIA to professionally manage their account on a discretionary basis, under a separate fee agreement

Please Contact Us for more information.