Because we respect the importance of financial intermediary/plan sponsor relationships, we offer a variety of compatible fiduciary services to add value to these relationships. As fiduciaries to retirement plans, our processes are based on independence, integrity, and proven investment principles. Our process consists of:
- Screening – Independence and objectivity form the foundation of our investment recommendations. We use InterScore®, our proprietary investment scoring process, to identify those performance measurements that are key to achieving retirement plan goals.
- Asset Allocation – The processes behind our asset allocation decisions incorporate innovative financial thought based on Modern Portfolio Theory.
- Reporting – We deliver high-quality reports that are timely, informative, and easy-to-read.
- CEFEX/Governance – Our processes are reviewed annually by independent organizations to ensure industry best practices are followed.