Trustee-Directed

Roehl & Yi provides customized investment management services to trustee-directed qualified plans.

The investment management process begins with a detailed review and analysis of the current investment activities for the plan. Based upon the demographics, expected cash flows and objectives of the plan, Roehl & Yi develops asset allocation targets. Once the allocation targets are affirmed by the trustees, Roehl & Yi designs and implements an investment strategy. We apply a rigorous due diligence program to select and monitor the investments we recommend. One or more of our investment professionals meet regularly, usually quarterly, with the trustees to review investment performance and evaluate the need for any adjustments to the portfolios.