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Investment Strategy

Client Centered

We can help you build an investment strategy that fits the unique objectives of your company and employees.

PROCESS
Our process helps guide investment decisions and strives to protect the investment committee.
This includes assisting you with the development of an Investment Policy Statement (IPS) which will serve as a road map for selecting and monitoring plan investments.

SELECTION
We assist you in selecting a competitive list of investments that align with the needs of your employees.
These investments may include index funds, mutual funds, collective investment trusts, managed accounts, target date funds and other options.

MONITORING
As we periodically review your fund offerings, we will benchmark investment performance and expenses.
Monitoring with the goal of ensuring investments remain consistent with plan objectives and IPS criteria is a critical part of the process.

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