A successful investment strategy for retirement plan sponsors provides a clear, precise blueprint for achieving your financial goals. But getting there can be quite complicated – and many investment plan sponsors overlook their fiduciary responsibilities and related obligations. Employees are concerned about their retirement assets and you need to minimize your risk. How do you address both issues?
Fiduciary Experts
BRG, along with our Registered Investment Advisors, has extensive experience successfully managing the Investment Fiduciary process, monitoring regulations compliance and ensuring proper due diligence has been followed. Our creative investment professionals uncover the right opportunities whether we are consulting with you about financial options on or developing asset management strategies to improve the profitability of your business.
A Difference You Can Invest In
What sets BRG apart? It begins with our independent, third-party approach. Since we aren’t in the business of selling products, our recommendations have the security of unbiased objectivity. You can be confident that our only goal is to ensure the products fit the strategy; and the strategy fulfills the goal. To that end, we often draw upon the investment capabilities of our partners, M Financial Group, M Holdings Securities and Aurum Wealth Management.
M Financial Group was founded in 1974 on the belief that the prevailing industry approach of “one size fits all” does not address the unique needs of highly successful clients. Over the years, M Financial Group has created a suite of scalable products and services, custom-designed for the upscale market. As a shareholding member firm, BRG can offer clients exclusive access to M Financial Group’s distinctive financial solutions.
Beyond Strategy
When we build an investment plan for you, we look at your entire financial profile in relationship with your personal and business goals.
A Wealth of Support
BRG and M Financial stand with you, assuming a co-fiduciary position with plan sponsors. Some of the services we call upon include developing and monitoring investment policy statements; creating due diligence procedures to monitor investments and replace underperforming assets; in-depth investment reviews; research and recommendations; analysis and disclosure of investment expenses; and so much more.
Make an investment in your future. Contact Benefits Resource Group today to see how we can improve the quality of your investment strategy.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Benefits Resource Group is independently owned and operated.
