Who is managing the investments of your company sponsored retirement plan? Here’s why it should be us – and reasons why you should give serious consideration to securing the services of Corporate Advisors Group.
A reliable relationship between your trusted advisor, Raymond James, and other service providers
Full responsibility* accepted by Raymond James for the plan’s investment selection and monitoring through the 3(38) option
Both passive and active investment choices are offered across a variety of styles and asset classes
Access to institutional investment managers and industry experts’ best ideas
Potential cost savings
The use of low-cost vehicles and institutional share classes for all investments
Fiduciary products and services that are typically available only to the largest institutional plans
A four-step investment process performed with a fiduciary level of prudent care
Participants can select from a menu of diversified investments
Time well saved
Increased productivity by utilizing Raymond James to conduct manager searches and due diligence, monitoring and replacing plan investments while you focus on what’s most important – your employees
*As set forth in, and subject to, applicable agreements.