401(k), Retirement Services & Executive Compensation

Managed Account Portfolios

Managed accounts offer a personalized approach to investing using a customized portfolio of securities. They are appealing in the sense that they use a single fee structure based on the assets in a specific account which allows investors to receive financial guidance and implement an ongoing, customized strategy without further costs for multiple transactions. When opening a managed account, there are several types with different investment strategies to choose from. This allows each of the company’s employees to pick the one that best meets their goals and level of risk tolerance.

It is a financial advisor’s responsibility to provide support by actively monitoring the performance of funds in 401(k) plans, helping to minimizing the fiduciary liability on the investors end. Our financial advisors understand that no two businesses are alike. They work with investors to form a financial strategy based on their specific needs and goals while working towards reducing risk and maximizing returns over a period of time. Adhering to a personalized strategy and utilizing a disciplined approach to risk management, SFP advisors may recommend one or more managed accounts while comparing a variety of financial institutions best suited for a developed plan.

In addition to analyzing a portfolio, our trusted advisors conduct annual reviews to ensure the investor’s plan is on track and has proper diversification. For a comprehensive approach, SFP advisors partner with a wide variety of respected investment managers to ensure the necessary professionals are reviewing the portfolio.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck