Taking care of your investments, so you can focus on your business.
Hiring and retaining the best talent means offering the most competitive benefits. Verde Capital Management gives plan sponsors confidence in knowing their 401k meets even the most demanding employee’s expectations.
We help you:
- Give employees professional, day-to-day management of their 401k investments.
- Offer self-directed investors a truly open architecture environment with virtually limitless investment options and no management fee.
- Aggregate all your employees’ accounts, giving them a comprehensive, real-time view of their finances.
- Provide access to cutting-edge, online retirement planning tools.
- By assuming the legal position of fiduciary, protecting you and eliminating your investment-related fiduciary responsibilities.
Using a consultative approach, Verde Capital Management will work with your investment committee to balance the needs of current income with the desire for future growth. Managing a corporate foundation or endowment – especially in these turbulent times – can be risky and challenging. Having an investment manager that can take on the fiduciary liability is absolutely essential in protecting your board members from frivolous litigation.
We help you:
- Draft the investment policy statement, making recommendations on asset allocation, portfolio construction and prohibited investments.
- Construct a portfolio that meets the target growth rate for assets within the investment policy statement.
- Run projections that take into account annual distribution needs in order to maintain the health of the fund.
- Remove the burden of having someone on your staff manage the investment portfolio full time.