We specialize in assisting businesses with retirement plans that have fewer than 25 participants. This focus enables us to provide personalized assistance to your staff.
Our multi-asset class and multi-manager approach to portfolio construction aligns well with the investment objectives of your businesses and related retirement plan assets. Key goals and objectives that our services support include:
- Fulfilling the fiduciary responsibility for prudent investment management
- Maximizing investment returns within a defined level of risk
Intermediate and long-term funds
We can invest funds not earmarked for reinvestment in the business.
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
Pay your bills and do your banking all from your computer–anytime of day or night, any day of the week. Try our free demo or sign up online today.
Make payments, check balances and more from your smartphone. Download our free Mobile Banking App here. ($3 monthly fee applies to Free Checking for Life account holders.)
We earn the trust of our clients by combining our unique investment approach with true Vermont values of listening, learning and taking action. Find out more.