Through our sister company,
Hooker & Holcombe Investment Advisors, Inc., we
offer a full range of
professional
advisory services to our clients.
The program is designed to:
- Help plan sponsors understand their plan's investments
- Help the plan meet it's goals
- Share fiduciary responsibility
- Help employees prepare for retirement
Co-fiduciary
Hooker & Holcombe Investment Advisors, Inc. (HHIA) are independent
investment consultants with no direct ties to insurance companies, banks or financial
institutions. Our recommendations are in the best interests of you – our client.
We will act as co-fiduciary to the extent our advice is implemented.
Investment Policy Statement (ISP)
We will review your current ISP, if you have one, or work with you and
your Board to develop a new one. The policy will be customized to reflect your investment
goals and objectives as well as the risk tolerance of the Board.
Fund Recommendations
Working with the Board, we will develop a menu of funds to meet the needs
of the participants and goals of the plan while fulfilling fiduciary responsibilities.
Ongoing Monitoring and Reporting
We will monitor performance, fees, fund managers and will flag any funds
for change if warranted. Our quarterly reports will include current market stats,
indepth analysis and historical performance of funds in the plan.
Meetings
Meetings with the Board can occur semi-annually or quarterly depending on the particular
needs of the client.
Please visit the Hooker & Holcombe Investment
Advisors, Inc. website for more information.