I'm interested in speaking with an Investment Manager Research Team Member
I'm interested in learning more as a Prospective Client
Policy development for defined contribution investment programsOur process to develop and communicate investment policies, objectives, and guidelines is based on experience working with defined contribution plans. Our approach finds solutions to the unique issues of defined contribution plan administration.The Investment Policy Statement records the oversight and objectives of the plan, including:
Upon reviewing these issues with you, we translate our knowledge into an Investment Policy Statement customized to meet your needs.Review and supervise a defined contribution policyThe policy statement should be reviewed at least annually and revised if necessary. Revisions might be triggered by:
Need an investment policy developed for your defined contribution program? Contact Ellwood.