FOCUSED

INVESTMENT FIDUCIARY

INDEPENDENT FEE-ONLY CONSULTANTS

• ​Our focus is 100% on retirement plans!

• More than 100 retirement clients

• 25,000 participants

• $2B in assets under advisement

• Passionate team of experts averaging 24 years of experience

• Putting ourselves on the line with our clients = true partners

• Investment process development

• Manager search

• Ongoing monitoring

• Unbiased and objective

• Focused solely on your best interests

• Clear and transparent fees

PARTICIPANT EDUCATION SPECIALISTS

• ​Strategic annual education plan, including 1/1 support

• Customized education strategies tailored to each client