Concierge Core Investment Advisory Service

The Concierge option of InterServ’s Core Investment Advisory Service uses our InterScore® proprietary process for screening funds and provides customized services in which we:

  • Analyze and score the current mutual fund lineup using the InterScore process
  • Recommend a non-proprietary investment lineup
  • Perform investment due diligence and mutual fund screening
  • Develop a customized investment mapping strategy
  • Provide a customized Investment Policy Statement (IPS)
  • Report on ongoing investment monitoring and perform due diligence in alignment with the IPS
  • Conduct periodic reviews with the plan’s investment committee and advisor
  • Assist plan sponsor with documentation for ERISA § 404(c) compliance
  • Document that the plan provides asset class diversification of the fund lineup