Investment Manager Search
Tap our expertise for your investment manager search. Our analysts have the tools and resources necessary to identify investment managers that fit the needs of your retirement program.
DCAdvisors offers an expansive database of both proprietary and non-proprietary resources. When conducting your customized search we have access to the full universe of mutual funds, separate account and collective investment trust strategies, across all asset classes and style groups. Our database is updated continuously, and is built exclusively for due diligence in identifying new investment managers for retirement plan investments.
Our due diligence is continuous. We meet regularly with both current client investment managers and prospective managers. Our expertise and resources are critical to our manager evaluation and search efforts – providing specific retirement plan investment due diligence and processes around everything we do. Flexibility within this area is essential to ensure that our processes and procedures lead to optimal results.
If your retirement plan has specialized needs, we provide customized asset allocation services.
Our Due Diligence Requires
- A focus on appropriate investment managers for your retirement plan
- Transparent processes
- Independence and objectivity, to ensure recommendations are in the best interest of your retirement plan participants
- Proprietary investment manager research
