We attribute our decades of success to these eight guiding principals:
• INDEPENDENCE
We sell only our advice, not investment products, and we embrace the highest ethical values of truth, honesty, integrity and professionalism.
• OBJECTIVITY
Our advice is completely unbiased and free from any conflicts of interest; we receive no benefits from money managers for recommending their products.
• PASSION
We have a pervasive and unrelenting desire to do things the right way and succeed in meeting our clients’ retirement plan goals.
• KNOWLEDGE
We seek to create understanding through experience, learning and listening. Our professionals consistently review and benchmark all plan administrators, funds, fees and services.
• RESPECT
For our plan for sponsors, participants, trustees, fiduciaries and each other.
• EXCELLENCE
In everything we do.
• TEAMWORK
In building long lasting relationships.
• RESULTS
In getting it done right.
