Todd can provide an open architecture that enables employers to choose investments that maximize returns while minimizing risks, with unbiased recommendations to enable sound choices.
Our objectivity in the investment marketplace allows us to help the client determine the best funding alternative, regardless of whether that's mutual funds, Corporate Owned Life Insurance (COLI), or general company assets.
Plan sponsors and plan participants need strategic resources to select, manage and monitor their assets. Todd has resources to conduct an investment analysis and menu selection, provide customized investment policy statements, and identify top performing investment managers. Ongoing monitoring and capital market updates keep the client informed and able to respond effectively to changing market conditions.