Retirement plans have unique funding and withdrawal requirements that drive the implementation of a long-term investment approach and a sophisticated ongoing liability management strategy.
Our advisors will help plan administrators understand these requirements and design a strategy to meet the long-term objectives of the plan and its participants. We structure the Brightworth Global Investment Solution to meet the customized needs of the plan, and provide performance reports at the portfolio, asset class and individual manager levels to ensure accountability and transparency.
Our Expert Advisors
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping my clients retire well, with confidence and security about their future."
Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.
Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.