Investment Selection and Monitoring

WhartonHill Advisors understands the need to implement a prudent process for the initial selection and monitoring of plan investment alternatives. As a 3(21) co-fiduciary advisor, WhartonHill acts as independent counsel to recommend investments that adhere to all standards established in the Plan Investment Policy Statement (IPS).

WhartonHill Advisors utilizes a comprehensive Investment Selection and Monitoring Strategy, which effectively combines our resources and our analytical skills.  We rigorously screen and research investment opportunities for the criteria that best suits the individual clients needs, then select the most appropriate from a wide selection of non-proprietary, no-load/load waived mutual funds, as well as the broad bond and equity marketplace.

Investment selection and monitoring are key to ensuring that your portfolio is structured with an eye toward your individual income tax posture. Selecting tax efficient investments is just another key component of our individualized portfolio management.

• We believe that only appropriate investment options with consistent long-term results belong in your plan.
• We will create a diversified menu of investment options that will help meet the long-term needs of your participants.
• We believe all investment options should be evaluated and monitored on a quarterly basis.