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
Tampa, FL AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of Chesme Capital Management. Based out of Michigan, Chesme Capital Management has been a leading provider..
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce the addition of FSM Wealth. Led by Brian D. Heckert, CLU, ChFC, AIF®, QPFC, FSM Wealth started serving their community...
Tampa, FL - AssuredPartners Investment Advisors (“APIA”) is excited to announce that Susan Sanchez, CPFA, ARPC, AIF®, has joined APIA. Susan is a seasoned financial professional driven by values of..