Retirement Plan Investment Selection and Monitoring

We service a diverse clientele, ranging from corporations and non-profit organizations to individual business owners. TLC Group Investment Advisors provides unbiased fiduciary consulting and investment advisory services to company sponsored retirement plans, fiduciaries and individual plan participants.

With our dedicated team of benefit and financial service professionals, our firm has broad experience providing retirement plan solutions to employers. In an industry dominated by bundled providers and 1-800 number service models, we believe our organization is a refreshing alternative and one that allows you to make the most of your plan while having a close working relationship with a firm nearby. As an independent, fee based Registered Investment Advisory firm, we truly work on behalf of our clients with no bias toward any investment product or provider.

Our firm utilizes a comprehensive Investment Selection and Monitoring Strategy, which effectively combines our resources and our analytical skills.

We screen and research investment opportunities for the criteria that best suits your plan and is consistent with your Investment Policy Statement. Recommendations will be made from the entire universe of non-proprietary, no-load/load-waived mutual funds, in consideration of the best fit for plan investments. Our process is a key element in ensuring that a plan’s investments are diversified, well managed, and meet the stated objectives of the Investment Policy Statement. Performing investment due diligence on a regular basis is essential to meeting Department of Labor guidelines and minimizing exposure to fiduciary liability.

We can assist fiduciaries (including the Investment Committee) in the understanding of their roles in the investment selection and monitoring process.