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Institutional Investment Management

Company or Employer sponsored retirement plans can comprise the majority of an individual’s retirement savings. For the employer, understanding the complexity of these plans and their responsibility as the plan sponsor or steward, can be overwhelming. The services we provide are fiduciary and educational to both 401(k)’s and other Employer Sponsored Retirement Plans. The primary objective or service to these plans is to align the goals and objectives of the Plan to those of the Employers and Employees. This service is provided through the organization or consulting with the Investment Committee, investment monitoring through the use of an Investment Policy Statement, and a high level of attention to employee education.


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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  (301) 812-1550