With the roadmap in hand, it's time to roll up our sleeves and start the process of putting our client's investment strategy into place. A key part of this step is the selection of the managers and mutual funds from the list of over 2,000 reputable money managers and 10,000 mutual funds from which we can choose. Since we are an independent, non-commission, fee-based consultancy, we are free to select the managers and funds that are best for our client's needs, and not just the funds that would generate the best commissions for us.
Our due diligence process examines these candidates in light of our client's needs and goals and narrows the list down to a manageable number, keeping in mind the need to have a certain 'style consistency' between the candidates and your individual situation or the situation of plan participants..
Meetings will finalize the selections and allow us to move ahead with the investments.
Once we have put the investment strategy into place, we are ready to move on to Step 4: monitoring and making adjustments. You may also go back to Step 2 to review that information. |
