Investment Process

Because we are serving as ERISA fiduciary advisors on your 401(k) / 403(b) account we use a prudent investment process that is consistently applied utilizing the highest global ERISA fiduciary standards.

We will help you determine your risk tolerance by assisting you in completing an Investor Profile Questionnaire.

Once your risk tolerance and time horizon is determined we will use Asset Allocation models which are consistent with these objectives and goals for your portfolio.

We then use the Fi360 Score to determine the most appropriate money managers for each asset class in the allocation model. Fi360 promotes a culture of ERISA fiduciary responsibility and improves the decision making processes of investment fiduciaries. Fi360 Tools are the leading, global resource for providing research, analytical, and reporting services. These Tools help investment professionals manage and document a prudent investment process. The Fi360 Score considers 11 separate data points in determining the appropriateness of money managers. We utilize the Fi360 Score to determine the most appropriate money managers for each asset class in the allocation model.

We then make the trades in your account necessary to align your risk tolerance to the most appropriate money managers for your goals and objectives.

We review your holdings, rebalance your positions and monitor the process on a regular basis. We use watch lists for money managers in the Fi360 Tools to document a prudent investment process before we change a position in your account.

Your advisor will have access to your Personal Financial Website so they can use the most accurate and up to date information available when assisting you with your retirement planning.

Because we are serving as ERISA fiduciary advisors on your 401(k) / 403(b) account we use a prudent investment process that is consistently applied utilizing the highest global ERISA fiduciary standards.

We will help you determine your risk tolerance by assisting you in completing an Investor Profile Questionnaire.

Once your risk tolerance and time horizon is determined we will use Asset Allocation models which are consistent with these objectives and goals for your portfolio.

We then use the Fi360 Score to determine the most appropriate money managers for each asset class in the allocation model. Fi360 promotes a culture of ERISA fiduciary responsibility and improves the decision making processes of investment fiduciaries. Fi360 Tools are the leading, global resource for providing research, analytical, and reporting services. These Tools help investment professionals manage and document a prudent investment process. The Fi360 Score considers 11 separate data points in determining the appropriateness of money managers. We utilize the Fi360 Score to determine the most appropriate money managers for each asset class in the allocation model.

We then make the trades in your account necessary to align your risk tolerance to the most appropriate money managers for your goals and objectives.

We review your holdings, rebalance your positions and monitor the process on a regular basis. We use watch lists for money managers in the Fi360 Tools to document a prudent investment process before we change a position in your account.

Your advisor will have access to your Personal Financial Website so they can use the most accurate and up to date information available when assisting you with your retirement planning.