We offer registered investment advisor services through our outside experts to assist clients with their investment choices. A seasoned registered investment advisor will assist plan sponsors with intelligent choices in investment products.

Those services may include, but are not limited to:

• Full Investment Research
• Investment Option Search, Development and Reporting
• Asset Allocation Modeling; Asset/Liability Modeling and Managements
• Fund Change Notifications; Fund Mapping Strategies
• Investment Manager Due Diligence
• Administration of Unit Values, Dividends and Capital Gains