RETIREMENT PLANNING

Our retirement plan services are focused 100% on safe investments, profit sharing and well balanced assets. Compliance and regulatory oversight is key. We strive for a fiduciary process that is documented, defensible and repeatable.

Our team will help ensure your committee follows all governing rules of ERISA and adheres to the proper fiduciary standards of care. Investment is at the core of what we do. From start-ups to mature investment plans, we use the latest in investment fund performance monitoring and asset analysis as part of our strategic planning.

We review hundreds of start-up companies per year and through due diligence we choose about 2% of them. Our institutional investors and our individual investors are then invited to choose to invest in the start-up companies that are of interest to them. A typical investment for individual investors starts as low as $10,000 with typical investments being $30,000. We invest under the same terms of investment as we use for our investors.

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