Reinventing Retirement Benefit Consulting, Realizing Results

Investment Strategy

The core of a strong retirement program is a solid investment lineup.

SRG is an independent advisory firm, not a broker. This means you will receive unbiased and honest investment advice targeted to your organization’s budget and your employees’ retirement income goals.

SRG’s Proprietary Investment Process Services includes:
  • Development of targeted investment goals and objectives
  • Due diligence that goes beyond data analysis, and includes face-to-face meetings and on-site operational reviews
  • Investment selection powered by the research, tools and resources of LPL Financial, the nation’s largest independent broker/dealer*
  • A thorough and objective monitoring system of investments and investment managers using a proprietary matrix of quantitative and qualitative methodology
  • Quarterly committee reporting including investment score, performance and recommended action for each investment.
  • Implementation support

The Result: A solid investment line-up that evaluates risk, performance and other key variables to help ensure your investment managers provide real value and maximize your employees’ savings opportunities.

*As reported by Financial Planning Magazine, June 1996-2013, based on total revenue