Lowery Asset Consulting serves as your trusted resource when it comes to oversight and consistent maintenance of your retirement plan. With the looming threat of personal liability from ERISA, we provide clients with the resources needed to make informed decisions while strictly documenting the process.
Because each defined benefit plan is unique, we begin by performing a comprehensive review of the current asset allocation, and, if needed, perform an asset-liability study. We then conduct a thorough discussion of all potential traditional and non-traditional investments, along with preferred approaches toward active/passive strategies. Our consultative approach creates a carefully tailored portfolio that meets each client’s unique circumstances.
- Our independence allows us to work with your preferred custodian.
- We utilize investments that span every asset class, offering the opportunity to discover young, emerging managers and new asset class exposure.
To learn more about how Lowery Asset Consulting can help you better manage Defined Benefits, contact us today.