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'Best of class' investment choices
Our program operates in an open architecture environment,
giving you access to the complete universe of investment companies,
with no proprietary products restrictions. This enables and
ensures a prudent and objective fund selection process based
upon your plan goals.
The investment choices are selected
based on strict standards established by the Center
for Fiduciary Studies – a nonprofit organization
established to develop and advance practice standards of care,
for investment fiduciaries.
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Our program’s open architecture and revenue
neutral format provides you with fund options without biases
or restrictions.
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