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Fiduciary Investment Services For Retirement Plans And Endowments

As fiduciaries for retirement plans and endowments, our job is to provide independent, unbiased, forward-thinking guidance and objective, resourceful oversight for plan sponsors. Why? So you can focus on running your business while knowing your retirement plan satisfies required guidelines and uses industry best practices.

We provide comprehensive services, including selection and monitoring of plan investments, plan design, participant education and advice, and plan benchmarking, all under the protective umbrella as we serve as your ERISA 3(38) investment fiduciary.

We’re not paid by any vendors, platforms or fund families. Rather, we are driven by our sincere desire to help you save money, reduce liability, improve plan performance, and ultimately, help employees plan their future and reach their goals. We are your advocate.

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