Broker Check

Retirement Plan Research and Management Systems

We believe in employing a multi-faceting, research-based system to ensure that our clients receive the utmost accurate and detailed information about their 401k plan and options to improve it. Our three-step approach allows us to deliver true, best-in-class reporting and due diligence. This affords our clients fiduciary protection, top-performing investment selections and superior participant services.

Morningstar is the unquestioned leader in investment portfolio analysis. Through our Advisor Workstation system, we are able to test the performance, style diversification, risk factors, fees and more for our asset allocation model offerings. For more information, see

The fi360 system provides comprehensive and definitive rankings of the investment alternatives available for your plan. Through their proprietary set of criteria, fi360 enables us to search the entire universe of investment choices to find those few that will meet our high standards for fiduciary excellence. For more infomration, see

Envestnet is one of the largest providers of wealth management solutions to independent financial advisors today, providing analytics, advisory tools, advanced portfolio solutions and reporting capabilities. This powerful integration tool brings institutional-level access, tools and support, helping us deliver the highest levels of service and performance. For more information, see