Vision and Values
COUNT ON 401(k) & 403(b) Fiduciary Advisors to create superior value by passionately going the
extra mile everyday. We attribute our success to our strong team and eight guiding principals:
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We are completely independent; we have no ownership interest in or affiliate relationships with money managers, recordkeepers or administrators. We embrace the highest ethical values of truth, honesty, integrity and professionalism. |
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We strive to provide advice that is unbiased and free from any conflicts of interest; we receive no benefits from money managers for recommending their products. |
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We have a pervasive and unrelenting desire to do things the right way and succeed in meeting our clients' retirement plan goals. |
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We seek to create understanding through experience, learning and listening. Our professionals consistently review and benchmark all plan administrators, funds, fees and services. |
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For our plan for sponsors, participants, trustees, fiduciaries and each other. |
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In everything we do. |
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In building long lasting relationships. |
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In getting it done right. |