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
When developing your estate plan, you can do well by doing good. Leaving money to charity rewards you in many ways. It gives you a sense of personal satisfaction and can save you money in estate...
You see one headline that says, "Inflation Finally Under Control," followed by one that reads, "Banks Wary of Further Inflation." A news outlet announces, "Unemployment Near Record Low." Yet on the...
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...