We provide customized investment management
services to trustee-directed qualified plans.
- We begin with a detailed analysis of the current
investment activities for the plan.
- Based on the demographics, expected cash flows and
objectives of the plan, we develop asset allocation targets.
- Once the targets are affirmed, we design and
implement an investment strategy.
- We apply a rigorous due diligence process to select and
monitor the investments we recommend.
- One or more of our investment professionals
meet regularly, usually quarterly, with trustees to
review investment performance and
evaluate the need for adjustments.