WHAT WE DO
Do you have everything covered?
Most of our clients are not in a position to lose the money they have entrusted to us.
Accordingly, there are important steps to our investment
process for client portfolios:
After identifying tactical asset-class opportunities, we execute our strategy using mutual funds and ETF’s. We determine which mutual funds and ETF’s to use by analyzing a host of quantitative and and qualitative criteria. While the quantitative metrics are somewhat obvious (i.e., return vs. peer group, consistent performance, low expenses), the qualitative review is more challenging. For this we consider factors such as the manager’s investment discipline, the stability and culture of the organization, the quality of the team, and their commitment to the shareholders.
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Advisory services through EFP Advisors Inc., an SEC Registered Investment Advisor
We have served as investment consultants to many 401k plans for over 20 years. Some of our services include:
Discover clarity for your retirement plan
We help you develop a better plan so you can confidently
move into and through retirement.