MJB Asset Management specializes in providing investment advice to retirement plan sponsors. We ask what you and your participants want from your retirement plan and, based on those needs and your plan's capabilities, offer the following ways to improve your existing plan:
- Analyze all of the funds in your current provider's universe and recommend the best ones for your participants.
- Perform ongoing due diligence of fund management and performance, and recommend changes when needed.
- Create model portfolio allocations from funds on your plan's menu.
- Create managed funds of funds (where supported by your record keeper).
- Provide quarterly investment commentary and performance reviews.
- Provide private investment and/or asset management services for plan participants.
MJB Asset Management adds value by providing:
- Accountability for the performance of your plan.
- Improved investment options.
- Investment advice.
- No need to change plan providers.