Investor

Investment Management Services for Retirement Plans

Investor Solutions provides corporate retirement plans an unbundled approach that seeks to maximize returns, provide better investment education, increase employee participation, reduce overall costs and improve administration. We do this by providing you access to better and more cost effective investments and administration.

As your investment manager we don't just serve as a provider but a partner when it comes to helping you, the Plan Sponsor/Trustee, meet your fiduciary and legal requirements. In writing, we serve as a co-fiduciary to ensure compliance with all federal and state laws and regulations.

The Role of the Investment Advisor

Why Investor Solutions? We bring to the table some very unique qualities.

Total Independence

• No proprietary products, Best of Kind chosen
• No production quotas or outside influences
• Financial Integrity

Fiduciary Services

• Written co-fiduciary status & fiduciary consulting
• Fiduciary Education for Sponsors/Trustees
• Reduce liability & assist in full compliance of rules, regulations

Academic Strategy with Practical Implementation

• Model the risk-return profile of portfolio to Plan objectives
• Progressive Investment Strategy with Disciplined Execution
• Strategic long term asset allocation tailored to the Plan beneficiaries

Fiduciary Culture & Compliance

• Decisions made exclusively in the best interest of plan beneficiaries
• Absolutely no conflicts of interest
• Fee only Compensation; no commissions or fees from any company

Employee Engagement

• Increased Participation
• Secure their retirement with better Investment Choices & Returns
• Investment Education
• Easy enrollment, easy changes & online access

Value Added Services

• Account Monitoring
• Plan Testing and Compliance
• Life Cycle Strategies
• Continuous Advice
• Account Rebalancing
• Monthly Performance Reporting
• Cash Management
• Communication
• Custodian Selection

To find out more about our Retirement Plan Services, fill out our Request for Information form here.