Investment Management

Our clients can be confident in our firm’s investment philosophy founded on independence, unrestricted investment access, and a disciplined approach. Our investment recommendations include a combination of passively managed index funds and actively managed funds where the investment manager oversight is beneficial to our clients. Furthermore, our investment management services are powered by a team of investment professionals experienced and credentialed to design well-balanced portfolios.

We are independent with respect to investment recommendation. We do not accept compensation from investment firms or custodians that is not always credited back to your plan.

We are unrestricted from using virtually any investment product available. By working with large, independent custodians to maximize the fund selection universe, we do not have a bias toward any fund family or proprietary product.

We maintain a disciplined approach to selecting high-quality investment managers and products. All products must meet strict quantitative and qualitative criteria. Our investment committee reviews and approves all products and strategic initiatives.

Our investment recommendations are designed to enhance participant account performance and minimize the trustee’s fiduciary risks.