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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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Blog

Annuities Planning Meeting
07/10/2024

Favorable tax treatment is one of the main reasons for buying an annuity. But what exactly are the tax benefits? And are there any drawbacks? It’s important to know the answers to these questions...

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Caring for Your Aging Parents
Personal Planning05/15/2024

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are...

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Fundamental Concepts for New Investors
Personal Planning05/08/2024

Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem...

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