We have years of experience with helping serve some of our country’s federal employees to optimize their benefits by focusing on retirement strategies and products that work toward their retirement goals while benefiting from specific programs designed for federal retirees.
Morningstar is an independent rating company that evaluates fund performance, costs, and volatility. They also evaluate the correlation of funds in a portfolio mix and the risk associated with funds in similar investment styles. We will evaluate all-weather funds that are highly correlated, moderately correlated, or non-correlated in the existing asset structure. The goal would be to minimize the correlation of funds that would move in tandem if a major market correction would take place.
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We will perform a cost analysis to determine what fees are currently being paid in existing platforms and, if changes to the platforms are made, what fees can be reduced to maximize growth. This will be an important area for your portfolio due to the size of the funds invested. It would be our goal to minimize those fees as much as possible in your new portfolio modeling.
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