Create and maintain your plan’s Investment Policy Statement (IPS).
Determine the available asset categories to be represented in the investment menu.
Identify and choose specific investment options within each asset category.
Monitor the performance of all selected investment options.
Utilize our comprehensive qualitative process, which included regular due diligence visits to each manager and the completion of a monthly audit of each fund manager.
Perform the investment management duties for five discretionary, risk-based,
Managed Account Portfolios.
Recommend and implement periodic modifications to any of the items shown above.
Periodically review the suitability of the asset categories for the plan and modify these categories if necessary.
On a quarterly basis, prepare
the following reports for the plan sponsor:
The previous quarter’s market environment.
Performance results of each fund over the last quarter:one, three, five, and ten years.
Performance results of each fund against appropriate peer group and index benchmarks.
Make available our
Managed Account Portfolios and menu of funds for automatic participant IRA rollovers.
Plan design, implementation, and employee communication services provided by Freedom One Retirement Services. Registered investment advisory services provided by Freedom One Investment Advisors.
