As your experienced partner, we will help you establish an investment strategy that fits the distinct needs of your organization and your employees.
We build our investment menus to fit the needs of three types of investors: the “do-it-for-me” investor, the “low-cost” passive investor, and the “active” investor. We believe that by building a diversified investment menu to accommodate these three types of investors and by delivering an engaging education and advice program, we can assist with providing investments that suit the needs of everyone.
Our investment process includes:
- Investment Policy Statement- We assist you in developing a customized Investment Policy Statement (IPS) to serve as a blueprint for selecting and monitoring the plan’s investments
- Investment Selection- It’s important to construct a well-balanced investment lineup that offers broad diversification across asset classes. We make investment recommendations based on a rigorous quantitative and qualitative evaluation process
- Investment Monitoring- We conduct quarterly investment reviews to ensure performance and expenses remain consistent with plan objectives and IPS criteria
We have an experienced Investment Review Team which consists of 30 individuals with a combined 300+ years of investment research experience (the average team member industry tenure is 21 years). Our Investment Review Team is comprised of a CFA-charter holder and CIMA designee, as well as six CFA-charter holder members, two CIMA and two CAIA (Chartered Alternative Investment Analyst) designees with our Commonwealth home office, and two CFA-charter holder members through our partnership with Global Retirement Partners. We work closely with both investment teams each quarter to prepare our Investment Performance Review reports.