As an independent firm, our goal is to provide our clients with investment strategies that best fit their objectives. This is done by developing a financial strategy, along with a risk tolerance evaluation. Through the various money management firms and models, along with their focus on risk and performance, we’re enabled to help our clients in retirement and attract new ones.
A Comprehensive Strategy
Our objective investment strategies and active approach provide you with a comprehensive strategy for your investments. Clear, decisive decisions are made to account for market trends – whether up or down. We also make sure you have an exit strategy, which includes how to systematically draw upon your investments to provide you with a solid income for retirement and a strategy for leaving a legacy to your children.
From ‘Buy-and-Hope’ to ‘Act-and-Achieve’
Consider your life goals: Building a healthy marriage, raising your children well, pursuing career success, buying your dream house.
Do you take a passive approach to any of these goals? Of course not. You know these dreams don’t turn into reality without purposeful, intelligent, and consistent action. Investing is no different. The purpose of investing is to achieve financial gain and confidence. For too long, investors have bought into a passive “buy-and-hold” philosophy under the illusion that it was an investment strategy: diversify your funds adequately when you’re 30, forget about them, and 40 years later you will be living a luxurious retirement.
Do you take a passive approach to any of these goals? Of course not. You know these dreams don’t turn into reality without purposeful, intelligent, and consistent action. Investing is no different. The purpose of investing is to achieve financial gain and confidence. For too long, investors have bought into a passive “buy-and-hold” philosophy under the illusion that it was an investment strategy: diversify your funds adequately when you’re 30, forget about them, and 40 years later you will be living a luxurious retirement.
Investment Strategies
Many of our investment strategies are run daily to evaluate current short-term market trends. Because our strategies are quantitative, objective, and mathematical, we remove the emotional human factor from the investing equation and ensure lower volatility and more consistent returns.
Sound Investing
Sound investing is not:
• Trusting that it will work out all right in the end
• Reacting to emotionally charged headlines
• Taking a chance, a gamble, or a long shot
• Believing that someone can predict the future
Sound investing is a disciplined process that is objective, active, and comprehensive.
Do you want to trust your savings – and your future – to someone else’s opinion, gut instinct, or emotional response? The economy is far too complex. Our investments offer strategies that remove emotion, opinion, and personal bias from the investment process. We have replaced these subjective snares with objective strategies, developed from years of intense market analysis. We make neither forecasts nor predictions.
401(k) Plans
It can be challenging for an employer to establish and maintain a cost-effective retirement plan for their employees. When it comes to plan design and consulting, administration, investment management, and recordkeeping, it’s anything but a one-size-fits-all world. Count on a customized plan and support for your company and your TPA partners in everything from fully bundled to true open architecture arrangements.
Our 401(k) providers can deliver:
A Good Fit
We’ll work with you and your TPA partner to understand each client’s situation and goals, then tailor a program together that fits them.
Easy to Manage
The difficulty of retirement plans has kept many companies from taking advantage of this powerful opportunity. We work to deliver retirement plans that are highly cost-efficient and easy to start and run. That produces real value while keeping the employer’s burden light.
Safe Harbor 401(k) Design
Safe Harbor is a type of plan design that guarantees a minimum employer contribution and, in return, allows for less restrictive non-discrimination testing requirements.
Customized Plan Capabilities
We focus on complex plan design, including cross-testing, a type of profit-sharing plan design that allows a plan sponsor to create employee classifications and provide for different allocation rates.
Plan Design
Comprehensive options or recordkeeping-only for your TPA-centric plans.
Open Architecture
30,000 funds trading through NSCC and 100+ Collective Investment Trusts (CITFs).
Make sure your retirement strategy is sound
Please fill out the form below and a team member will reach out to you.
"*" indicates required fields
