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."
Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.
Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.