The group's principal activity is to provide financial advisory and investment management services. The group provides attractive investment options and as an independent trustee we find the best funds at the lowest costs, a careful, ongoing review of every fund's expenses to make sure we're delivering maximum value, no front-end or back-end sales charges, no hidden administrative fees: you know what you're getting upfront and comprehensive employee education meetings at the outset and on an ongoing basis about the plan, investment basics, mutual fund offerings and how to use the technology. The group operates from the United States.
