401k Advisory Services
How We Help You Succeed
We provide a consistent and documented process for business owners and investment committees to meet goals, maintain confidence, and achieve fiduciary standards.
Understand Your Goals
Gather Information about your situation
Evaluate your situation
Discuss Options
Create and implement your plan
Monitor your plan
Discuss updates and observations
Our Services
We offer a range of planning resources and services to help you reach your goals:
- Development of Investment Policy Statement
- Facilitate Provider Request for Proposals
- Analyze Provider Proposals
- Comprehensive Portfolio Construction
- Investment Due Diligence & Monitoring
- Employee Education
- Periodic Plan Reviews
- Coordination With Other Professionals

How We Communicate With You
We offer scheduled planning reviews, scheduled investment monitoring reviews, regular check-ins, and ongoing education opportunities. You can also count on a response within 24 hours whenever you contact us with a question or concern.
Our Fee Structure
Our investment advisory practice is fee based. Our annual advisory fees are calculated simply as a percentage of assets under management. Our fees are not based on trading activity or commissions. We believe all client needs are unique. Consult your advisor for fee arrangements specific to your circumstances.