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As with retirement planning, AGH Wealth Management serves two primary groups: retirement plan sponsors and individuals.
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:
For individuals, keeping watch on your investments in a way that aligns with your personal goals and needs can be both time-consuming and stressful - especially if you lack the tools, time, knowledge or interest in doing so. Laying the foundation for a comfortable retirement requires an ongoing commitment of time and capital. Additionally, as an investor's risk tolerance, time horizon, liquidity needs and objectives change over a lifetime, the investment portfolio should reflect those changes, Fortunately, your capital combined with AGH Wealth Management's time, resources and guidance is a powerful partnership. Our services related to investment management include: