Broker Check

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