Centurion
as Investment Management Option in the Retirement Plan
In December 2001, through a U.S. Labor Department ruling, the government cleared the way for an investment firm to give individual advice through an independent, third-party expert. Following this legal framework, plan providers can offer advice by contracting with a third-party adviser like Centurion Counsel that creates and monitors customized investment portfolios for client selecting this investment option.
Managed portfolios appeal to the majority of plan participants who are either looking for guidance in selecting investments or want to defer the choice to an expert.
The third party firms provide the advice tools and calculation engines to determine the appropriate asset mix for an investor's portfolio, which is then matched to funds available in the plan.
Please consider the advantages we feel our platform could provide your business and your employees:
OBJECTIVITY
 Centurion
will utilize strategic asset-allocation strategies
to design a selection of investment options for the
best interests of your employees. Working within
your existing Investment policy, we will promote
a prudent
process for selecting and reviewing your plans' investments
while serving as an important ingredient to properly
managing your fiduciary liability.
ADVICE
Our investment professionals will help you evaluate
your plan's investment objectives and design the investment
portfolio, or menu of options to meet your goals.
CONVENIENCE
When
working within an existing plan structure, Centurion
has developed a seamless process to review and reallocate
the funds available to plan participants without
inhibiting the smooth operation of your plan. Working
with plan
participants and utilizing the plan investment options
available, we design portfolios that attempt to optimize
investment performance to provide for the participants’ retirement.
|
|
Thank you for your interest. To learn more about our platform,
please contact Steph Laflamme at 800-878-8536 x 215 or by e-mail.
Back To Business Owners Page
