Soundmark Wealth Management offers retirement plan investment advisory services to businesses looking for an approach that brings low cost diversified investment options to their employees. We feel that many times retirement plans place too much responsibility on the participant by requiring them to research the myriad of funds available to the plan and then select the allocation that is appropriate for their specific situation. We simplify this process by providing well diversified model portfolios of passive asset class mutual funds for the participants to select from. Though the participant can select their own portfolio allocation using each individual fund, we provide them the opportunity to select an already diversified portfolio based on their risk tolerance.
When working with our clients we focus on client service and provide the following:
- Low cost passive or index style mutual fund options. We focus on asset class investing and building diversified portfolios.
- Model portfolios built across a spectrum of risk tolerance for participants to easily choose their diversified portfolio options.
- Automatic rebalancing of model portfolios so participant allocations stay on goal.
- Education to the participants on a variety of issues relevant to saving and having a successful investment plan over time.
- Development of an investment policy
- Meeting with the trustees and investment committee to review plan investment options, structure and other related matters.
- Ongoing communication with the client, participants and third party administrator to ensure that the plan runs smoothly
If you would like to find out more about our services and unique approach to retirement plan investing please contact us.