Independent Investment Analysis

It is critical for plan sponsors and fiduciaries to develop investment due diligence procedures and supporting documentation. Using the robust Scorecard^SM System and the parameters established in your investment policy statement, Sachem Advisors will work with your investment committee during the initial selection and subsequent monitoring of plan investments. We will evaluate your existing provider's complete menu and compare it to the broader universe of investment options using a number of both quantitative and qualitative factors. The result is confidence that your plan's investments are diversified, well managed, and meet the stated objectives of your investment policy statement. 

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