Consulting to 401 k Defined Contribution Plans
All retirement programs are indistinguishable by their investment offerings. It is the consultant and his services that are the differentiating factor. The service model of Shade Tree Investment Advisors is what separates us from the pack.
Our advice is quantified by our
Trustee communications and meetings,
Written Quarterly Review and Recommendations,
Customized employee meetings and communications,
Investment track record.
Companies rely us to inform and provide data for decision-making. Our advice to Trustees minimizes Fiduciary duties; Trustees can act effectively and gain confidence in meeting compliance requirements.
We don’t just communicate, we educate. Shade Tree provides comprehensive investment education that produces confidence in employees’ investment decisions and control over their plan. Shade Tree Investment Advisors brings you exceptional expertise and personal service.
Our investment consultant service has been successful in helping plans of various sizes. We believe that every client is driven by specific goals, established and defined by regular dialogue. Call on us. Depend on us.