Investment Advisory Services

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In addition to managing and monitoring your investment options, we offer several Investment Lifestyle Models for participants to choose from. Employees, with training from YHB, will simply choose the model that fits their particular age and objective and leave the day-to-day management to us. We will build and manage our models accessing the entire universe of no-load mutual funds. This unique approach provides professional asset management to participants who feel that they are not sophisticated enough or do not have the time to select and actively monitor the best funds for securing their retirement.

We are able to choose among the very best funds from any fund family. This separates us from the majority of providers who work for, or are associated with, a particular fund family or product. Most providers are compensated only if a particular group of funds are used as investment choices. We believe no one fund family has the best managers from all the various asset classes.

We have access to thousands of no-load mutual funds. This broad selection provides us with the tools to build a diversified range of investments that meet your employees needs throughout the various stages of their lives.