Investment Consulting
Solid Partners. Tailored Solutions.
At the core of a robust retirement plan offering is a menu of investment options that allow participants to meet their long-term objectives. At BFSG, we use a mix of resources, from Bloomberg to Morningstar (and several others) to produce all research in-house. Additionally, when it comes to comparing investment options, we have developed a proprietary Evaluation Methodology to rank managers relative to their peers.
Process Is Key
Fiduciary Counselling Services
Do you prefer assistance with designing the investment menu, or would you prefer to outsource that responsibility entirely? We provide both ERISA 3(21) and 3(38) services.
Investment Policy Statement
Establishing the framework for evaluating the Plans investment options.
Fund Selection and Monitoring
Performance, Risk, Style, and Expense, along with an intensive qualitative review.
Qualified Default Investment Alternative (QDIA) Selection
For participants that do not act, determining the appropriate QDIA is key.
Target Date Fund Evaluation
This is not an apples to apples comparison. Glidepath construction, To versus Through, Active versus Passive.
Custom Asset Allocation Models
For when a more custom approach to asset allocation is desired.
Fee Leveling
Not required, though an attempt to equalize the payment of administrative fees.
Share Class Analysis and Efficiency Testing
Even the best mix of investments may need a share class evaluation to help with optimization.
Paying Too Much? Don’t.
Complimentary Fee Analysis and Investment Review
All we need is a copy of your 408(b)(2) Plan Sponsor Fee Disclosure and we will provide a report which benchmarks fees and investment performance against industry averages.
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California Office (Headquarters)
Wealth Management & Institutional Services
2040 Main Street, Suite 720, Irvine, CA 92614
Arizona Office
Wealth Management
1643 E. Bethany Home Road, Phoenix, AZ 85016
