We embrace investment due diligence and research and strive to deliver a strong lineup of investment options to plan sponsors and participants. We build out multi-asset investment fund lineups with exposure to all major asset classes. We make sure to accommodate participants that want a “set it and forget” structure as well as a “do it yourself”. The specific funds within the lineup are customized depending on the needs and objectives of the plan and trustees.
35 Braintree Hill Park
Braintree, MA 02184