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 "Market volatility makes it critical for retirement plan sponsors and
fiduciaries to develop and maintain investment due diligence procedures."
Landmark Advisors provides general investment
concepts:
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Risk and
return |
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Dollar cost
averaging |
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Compounded return
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Tax deferred
investing |
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Historic differences
in rates of return between asset classes based on standard
market indices |
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Effects of inflation
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Estimating future
retirement income needs and time horizons |
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Assessing risk
tolerance |
The investment policy statement is used as a guide to evaluate our
clients' current investment offerings.
The result is confidence that our clients' plans' investments are
diversified, well managed, and meet the stated objectives of their
investment policy statement.
Landmark Advisors
is a member of National Retirement
Partners. We are located in Minneapolis, Minnesota. We specialize in providing
retirement plan consulting and financial planning
education for plan sponsors and delivering personal retirement
planning for plan participants.
Contact us
today for more information about your
retirement planning needs.
Securities and Investment Advisory
services offered through
Woodbury Financial Services, 500 Bielenberg Drive, Woodbury, MN
55125, (800) 800-2000. Member
FINRA, SIPC and Registered Investment Advisor.
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