Investment Management

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:

Independent, open-architecture investment advisory services to plan sponsors
Advisors accept 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 and common collective trust funds with full fee transparency
Work with independent recordkeepers or bundle asset management with AGH recordkeeping
Group and one-on-one employee enrollment and education meetings, including participant-level investment advice

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:

Overall financial analysis
Active fee-based management
Personalized strategic planning
Non-traditional investing
Concentrated position planning