403B/401A Services
There are a wealth of investment options and information available to the average investor in today's marketplace. We help our clients sift through this tremendous supply of information and make prudent investment decisions that will help them meet their investment objectives.

Since 1998, we've worked with educators, health care professionals and other non-profit organizations to create, manage, and grow their retirement plans. We work diligently with our clients to determine the portfolios that are most closely aligned with their risk tolerances. We then manage those portfolios using our proprietary methodology and investment process.

We provide our 403B and 401A retirement plan clients with:

• Customized and flexible plans that enable participants to earn competitive returns;
• Managed portfolios at the individual participant level, customized to meet their specific objectives;
• Managed portfolios for those participants that do not have the experience, knowledge or desire to manage their own accounts;
• Complete profiling questionnaire which assists participants in determining their investment objectives;
• Investment policy statement for each participant;
• Trustee comfort that all employees are counseled properly.