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
Blog
Children sometimes thwart our best-laid plans but having extra money in a 529 college-savings plan is a pretty good outcome. Families can end up with leftover college funds for a variety of reasons,...
In 2023, Columbia Pictures released Dumb Money – a real life underdog story set in the world of investing.1 The movie follows the exploits of an average guy who invests his life savings in the stock...
According to research by Drs. Alejandro Murguia and Wade Pfau, there are four main ways people nearing retirement think about money. 1 1. Time-Segmentation Approach The “time-segmentation” approach...