Trusts & Plan Sponsors

As a Registered Investment Advisor (RIA) we are a fiduciary and thus are uniquely positioned to help trustees and retirement plan sponsors meet their fiduciary obligations. In addition, our entire investment philosophy is tailored to meet the “prudent man” rule which requires avoiding speculative investments through such means as low cost and indexed investment options and broad diversification.

By providing a fiduciary-based service model that focuses on transparency and simplicity, we give  trustees and plan sponsors peace of mind that their plan is being managed in the most effective way possible to ensure the best outcomes for plan participants.