We work for our clients--only our clients. We are paid on a fee-for service basis to avoid even an appearance of conflict of interest. We do not have sideline businesses: managing money, earning brokerage commissions, or selling services to investment managers. We earn your trust.

Most of our clients are plan sponsors of participant directed 401(k) plans. We also work with several pension plans. In terms of size, we have worked with Fortune 100 companies and small professional businesses. Our clients’ plans hold a minimum of $3 million in assets; most are much larger. The common thread is people concerned about the safety and adequacy of their retirement.