Qualified Plans
Kiper Wealth Advisors providing Investment advisory and fiduciary services for Plan Sponsors.
Fiduciary Services
We provide a fiduciary standard of care.
- Establish and Educate your Investment Committee
- Create and Revise Investment Policy statement
- Structure Investment Committee by laws
- Ongoing educational services
Investment Advisory services
Assisting plan sponsors across multiple platforms and providers
- Assist in Request for Proposal-evaluation of fund providers and services
- Create diversified fund line up
- Monitor funds with customized mutual fund screening
- Ongoing educational services
- Flat billing fee