Why Choose SIA?
- As an independent fee-only investment consultant, SIA is uniquely qualified to assist retirement plan clients through active management of investment managers.
- Associates with a combined experience of over 150 years with detailed expertise in investment consulting.
- SIA does not receive any compensation from fund managers that we recommend. Our investment recommendations are based solely on meeting our clients’ objectives.
- Our knowledge and experience in mutual funds is extensive. Few firms, if any, match our level of expertise as mutual fund specialists.
- We assume fiduciary responsibility for the investments in the plan.
- We review your participants’ allocations and compare them to industry standards, ensuring your participants are fully empowered. For each review, we summarize our observations and present our recommendations for each fund on how best to proceed.
- We communicate proactively with the investment committee to ensure fiduciary responsibilities are being met.
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