Array Development

Equipped with your investment policy statement and driven by an objective view of your plan’s investment options, DCAdvisors can help optimize the investment array for your organization’s objectives.

Investment array development is an area where our independence serves clients particularly well. They trust our guidance, knowing we have no obligation to any financial institution. Our commitment is exclusively to each client.

When starting a new relationship, DCAdvisors performs a comprehensive analysis, carefully considering:

• Asset classes to be offered
• Fund risk and return characteristics
• The number of fund options to be provided
• The use of a mutual fund window or self-directed brokerage account
• The availability of style specific funds
• The level of investment advice to be offered to participants

The result is your ability to select an investment array that fits the goals of your retirement program, and appropriately addresses the needs of plan participants.

To assure the long term viability of your investment array and the selected providers, DCAdvisors will execute an ongoing investment performance evaluation.