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| Ultimately, a 401(k) plan is about helping you and your employees accumulate wealth for retirement. With that in mind, it makes sense to have one of the top wealth managers in America working with you to choose the investments for your plan. Peter Mallouk, our lead investment manager, is one of only 14 advisors in America in both Barrons and Worth Magazines as one of the 'Top 100 Financial Advisors in America'. He currently oversees over $2.5B for individuals and retirement plans. We also maintain money managers whose sole job is portfolio management and fund evaluation. Peter will work with your company to select the best funds possible for your plan, and lead the team providing ongoing monitoring of the funds. As an independent advisor, we do not receive commissions, kickbacks, or hidden fees of any kind, and we will always act in your best interests when it comes to fund selection. |
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