Investment Advisory Services
Cowden Associates' Investment Advisory Services is dedicated to helping you fulfill your fiduciary duties by focusing on your responsibilities and the needs of your participants. We will ensure that you understand what is required of you as a fiduciary and are willing to stand beside you as a co-fiduciary. As a fiduciary you are liable for the selection and monitoring of the plan's investment options. Our investment sound and well-documented decisions will result in a stronger plan for your participants and peace of mind for you. We do not "sell" investment products and are not affiliated with a mutual fund or insurance carrier who does. Our investment advice is completely unbiased.
Cowden Associates' approach is based upon the Fiduciary standards established by ERISA. We focus exclusively on helping employers with issues related to retirement plan investing. Whether you are looking for someone to be your partner and trusted adviser, or someone to provide a one-time completely objective fiduciary audit of your plan, Cowden Advisers will meet your needs and expectations.
Investment Review
Investment Selection and Monitoring
- Development or Review of Investment Policy Statement (IPS)
- Detailed Investment Selection Process
- Open Architecture Makes Nearly All Fund Families Available
- Quarterly Monitoring Report Capability
Plan Fiduciary Review
- Based Upon 27 Prudent Investment Practices Developed by the Foundation for Fiduciary Studies
- Continuous Fiduciary Education and Information
- Objective and Unbiased