Broker Check

Institutional Wealth Management

Managing investment options as a retirement plan sponsor requires an in-depth understanding of fiduciary responsibility, competitive fees, and investment performance for thousands of options - along with the ability to match those with the employer's employee population. AGH Wealth Management's professionals draw on the experience of a national investment firm with research and analytical tools and a full-time commitment to understanding the most current market environment, trends, strategies and tools. Our services for retirement plan sponsors related to investment management include:

  • Independent, open-architecture investment advisory services to plan sponsors
  • Acceptance of ERISA 3(21) and 3(38) fiduciary responsibility; level of responsibility depends on scope of services

  • Plan provider benchmarking and design feature optimization services

  • Low-cost management fees - utilizing both active and passive strategies, mutual funds, ETFs, managed accounts, and common collective trust funds with full fee transparency
  • One on one participant-level investment advice and group employee enrollment meetings

  • Participant success outcome-based metrics tracked year over year supporting fiduciary obligations

  • Proactive communication with employees that target non-participating employees, low match utilization, investment diversification, low goal completion metrics.

  • Independent recordkeepers or bundle asset management with AGH recordkeeping