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investment philosophy
Diversified Financial Advisors serves as a co-fiduciary to
retirement plans with respect to plan investments options.
As such, we are subject to the guidelines established by ERISA
and are obligated to act in the best interest of plan participants.
Our goal is to create an environment
for plan participants to make well informed and suitable investment
decisions that will help them meet their retirement objectives.
To accomplish this we believe it is
fundamental to have a well established and documented due
diligence program. Each Investment options is selected and
subject to continuous review based upon the following criteria:
- Performance relative to peer group
- Performance relative to assumed
risk
- Inception to date of product is
greater than three years
- Correlation to peer group
- Assets within the product are greater
than 75 million
- Holdings consistent with style
- Expense ratios or fees relative
to peer group
- Stability of the organization
Click for more information on, "Meeting
Your Fiduciary Responsibilities."
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