The Adviser to the Advisers.
We are your partner. You maintain complete control of the client relationship.
The client's assets can be located at any custodian.
We utilize asset aggregation software to gather plan asset information, making it quick and paper statement free.
We perform annual simulations on plan assets and plan actuarial considerations to arrive at a proper asset allocation.
We monitor plan assets and provide quarterly rebalancing instructions.
Actuarial Managed Asset Allocation Firm.
We know the plans inside and out and we know how they should be funded. Total picture advice.
Our Goal. Expert Advise.
Minimize probability of bad actuarial results, while maximizing your client's allowable growth potential.
Cash Balance Management