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
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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.