Disciplined Investment Strategy
Do your plan’s investments offer the best possible outcomes within a competitive fee structure? Your optimal plan includes a full spectrum of investment options that can be tailored to a participant’s needs, while also having a disciplined investment strategy for those seeking broadly diversified, risk-adjusted portfolios.
- Low-cost mutual funds
- Transparent fee structure
- Full non-proprietary open architecture platform
- Broadly diversified investment menus
- Quarterly rebalanced turn-key model portfolios