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Investment Analysis

Our investment philosophy focuses on key factors that will give you and your participants the best opportunity to achieve optimum long-term results.

Simplifying Investing

Decades of academic research demonstrates that forecasting global markets is a costly, low-probability strategy. Our approach offers plan participants an array of globally-diversified portfolios designed to maximize risk-adjusted return while optimizing the statistical probability for achieving their long-term objectives. Each professionally-managed asset mix has understandable risk/return characteristics and targets a specific investing time horizon.

AssuredPartners Investment Advisors assists plan sponsors in the development and maintenance of investment due diligence strategies. Our services include:

  • Independent investment analysis
  • Investment selection and monitoring
  • Target date review, including comparison of outside target date options
  • Investment Policy Statement development and implementation support
  • Regular plan investment review
  • Qualified Default Investment Alternative (QDIA) review

Contact one of our experienced financial advisors today. 

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Estimating Your Retirement Income Needs
Wealth Management06/19/2024

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy...

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Social Security Retirement Benefit Basics
Personal Planning06/12/2024

Social Security was originally intended to provide older Americans with continuing income after retirement. Today, though the scope of Social Security has been widened to include survivor,...

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3 Tips for Repaying Student Loans
Personal Planning06/05/2024

With student loan payments restarting and prices for household goods now higher than ever, many people are wondering how they’ll fit these payments in. In this article, learn tips for paying off...

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