Ideal for locally owned businesses, organizations and nonprofits, we offer employer retirements plans and corporate services, including:
- Fiduciary oversight and guidance. This includes helping owners understand their role as a fiduciary, and providing resources for liability management and risk mitigation.
- Investment policy and menu design, analysis, fee benchmarking and implementation.
- Providing expertise on service providers.
- Providing employee education training.
- Managing corporate brokerage accounts.
Retirement and wealth management services are offered in partnership with Guardian Wealth Partners and Aptus Capital Advisors, which includes a deep, experienced team including chartered financial analysts and certified financial planners.