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401(k) & Defined Contribution Investment Management
Fiduciary responsibility, independence, objectivity, and transparency guide our investment decisions. We believe in, and follow, fiduciary standards for corporate retirement plans.
We use open architecture models to choose the investments best suited for your company’s plan. We commit to:
Creating and assuring compliance with a formal Investment Policy Statement
Offering a broad range of investment options in diversified asset classes
Quatitative and qualitative investment analaysis
Continual evaluation of investments and replacing underperforming assets when necessary.
10116 Valley Forge Circle
King of Prussia, PA 19406
Phone: 610-354-0288
Fax: 610-354-9413
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Securities and advisory services offered through Geneos Wealth Management, Inc. Member
FINRA
/
SIPC
.