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 Independent Fiduciaries - We are committed to maintaining complete independence by remaining 100% fee-only, meaning we do not accept any transaction fees or commissions from mutual fund or insurance companies of any kind. Such independence allows us to be completely unbiased in managing and advising our clients' hard earned money.
- Dedicated Research Staff - We have two distinct teams in our company, those that work with 401(k) investors during the 1on1 consultations, and those that monitor the market and manage or advise our clients' accounts, which is our research staff. Headed by a 24 year CFA charter holder, they are focused on the job of monitoring the risks and opportunities available in the market, which we believe to be a full time job.
- Unique Vision - We have focused our company on serving 401(k) investors from day one, and do not provide such services as 401(k) rollovers or weath management. We are committed to doing a few things really well, versus trying to do too many things OK. Our 98% client retention rate seems to say we made a good choice.
 Fiduciary Credentials
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Proactive
If changes need to happen to your account, we make them for you. Additionally, we proactively update our clients via email and standard mail on the progress of their 401(k) account.
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