FSG has the experience and resources to service institutional investors. We provide investment management and consulting to a variety of institutions including associations, foundations, and churches. It is our goal to provide small and medium institutional clients with the same level of service and expertise that their larger counterparts receive. One of the first steps we take when helping an institutional investor is to help them develop and follow an investment policy statement. This very critical document should not be over looked as it can help define the investment goals and strategies of your institution. The above video provides an insight into an investment policy statement.
Financial Strategies Group is passionate about helping plan sponsors increase efficiency, reduce liability and reduce the cost of their retirement plan. We will work with employers to ensure the highest quality of investments are available to plan participants and that plan participants are informed and educated.
We are able to work with over 30 different retirement plan providers. This allows us to shop around and find the best provider for you at the best price.
If you have questions about your plan or are interested in an analysis, please feel free to reach out to us. We offer a no cost, no obligation analysis of your Retirement Plan. We understand not every person we meet with will become a client but we believe the information you get out of this meeting will help you get the most out of your retirement plan.