Investment Analysis

Plan fiduciaries are considered investment experts. Without a sound investment due diligence process, plan fiduciaries may be held personally liable for poor employee investment returns.

Saunders Financial provides plan sponsors with a comprehensive and systematic process to analyze, select, monitor and, when necessary, replace investments. We utilize several of the best, most robust analytical tools available in the industry today. The end result is a report of quantitative and qualitative analysis that helps reduce exposure to fiduciary liability while enhancing investment opportunities for employees.

Saunders Financial will create an investment policy statement (IPS) based on your specific needs and goals as a guidline to help reduce fiduciary liability exposure.

To find out how Saunders Financial can help you with this service please call 813-875-5800 / 1-800-817-1660 or contact us Here