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. 



View of money square
Keeping a Balanced View of Money
Financial Wellness04/10/2024

The drive to acquire money can warp your values. Having a lot of it can blind you to key realities about yourself. And when you're obsessed with it, it can act as the yardstick by which you measure...

Financial Plan square
Don’t Let Emotions Get in the Way of Your Financial Plan
Wealth Management04/03/2024

Taylor Tepper, a financial journalist for Forbes, writes that when the vast majority of us try to trade stocks for short term gain, we do a horrible job. "We sell them when we should buy," he says,...

Early bird square
First Doesn’t Always Mean Winning
Financial Wellness03/27/2024

According to the American Heritage Idioms Dictionary, William Camden was the first to record the saying, "The early bird gets the worm." He included it in his 1605 edition of English proverbs.1 Its...

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