Investment Consulting

Services Tailored for Business Owners


Objective Consulting

We provide objective consulting for participant-directed defined contribution plans. Companies have many choices for investment options, RPM Advisors will provide you with a recommended fund line-up for you and your employees, building an investment policy around the entire process meeting your fiduciary responsibilities and meeting your company's strategic goals.

What's Included

Helping Meet Obligations

We assist you in meeting your fiduciary obligations as a plan sponsor.

3(21) Investment Advisor

3(38) Investment Manager

Investment Selection Services

We create and propose a custom investment fund line-up specific to your organization’s strategic goals.

Client Education

We provide you with proper information for effective decision making.

Creating a Process

We create a disciplined process for monitoring and handling your plan investments.

Formal Reviews

We establish and carry out a formal review process.

Maintenance

We maintain an effective investment line-up for your business, aligned with the disciplined process we developed.

Investment Policy Statement

We develop and implement an Investment Policy Statement for your business.