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Investment Consulting

Client Centered

As retirement plans evolve, there continues to be a need for objective consulting.  Participant directed plans, like 401(k) plans, offer plan sponsors specific challenges and responsibilities relating to the investment options.  It is the primary responsibility of the plan sponsor to make sure the investment options available to participants remain prudent. 

RPM Advisors devotes it efforts towards developing an efficient, effective process for plan sponsors to handle the investment related issues facing their retirement plans. RPM Advisors goes far beyond traditional screening by not only picking the factors for fund evaluation, but assigning weights, thereby putting more emphasis on what’s important to your organization and creating a custom investment fund line-up specific to your organization’s strategic goals.

RPM Advisor Services

  • 3(21) Investment Advisor
  • 3(38) Investment Manager
  • Assist client in meeting fiduciary obligations
  • Design and maintain an effective investment line-up
  • Create a disciplined process for monitoring and handling Plan investments
  • Provide client with proper information for effective decision making
  • Establish a formal review process
  • Develop and implement an Investment Policy Statement