OFFLOAD FIDUCIARY TASKS TO US
When you partner with us, you have more than an advisor, you have a dedicated partner
The Calling is a public artwork by Mark di Suvero located in Milwaukee's O'Donnell Park. The artwork is 40-ft. tall and is made from steel I-beams, which the artist painted an orange-red color. The sculpture resembles a rising sun and is colloquially called the Sunburst.
By allowing us to take over fiduciary tasks, you can confidently focus on your job while we manage your retirement plan’s investments.
When you work with us, you have more than an advisor, you have a dedicated partner that actually delivers on service promises.
As an independent Registered Investment Advisor (RIA), our team acts only in the plan participants’ best interest.
We Become Your Investment Committee
As a 3(38) Investment Fiduciary, we take the highest level of fiduciary responsibility that we're allowed to. This means we vet all funds and have discretion to add and remove plan investments.
Your Retirement Quarterback
In order to keep your plan running smoothly, we act as your retirement Quarterback. We have a deep understanding and ability to clearly communicate between your service providers and help manage all aspects of your plan.
Investment Management
We can help you build an investment strategy that fits the unique objectives of your company and your employees. An appropriate investment strategy starts with the development of an Investment Policy Statement (IPS) which will serve as a road map for selecting and monitoring plan investments.
Employee
Education
We meet your employees where they are. With an interactive approach to employee education, we customize our resources for each client. We conduct group classroom style meetings, speak in plain English and start with financial and investment basics that have been proven to increase financial confidence.
Here is a preview of the services we offer to 401(k) and Profit Sharing plans:
Custom review of plan needs
Document review
Investment fund selection and monitoring
Advice on plan sponsor and participant levels
Ongoing education
Independent administration and recordkeeping
Fully disclosed and transparent fees
We are here to help you develop a plan that’s right for you, your company, and your employees.
We are happy to discuss how we can support additional plan types including:
Pension, Cash Balance, Non-Qualified Deferred Compensation (NQDC), Executive Plans & Defined Benefit Plans.