Retirement Plans

Edge Wealth Management specializes in helping plan sponsors and committees develop goals and implement plan solutions to help them achieve those goals. We will serve as an objective consultant for plan sponsors helping them in areas such as: Investment research and implementation, plan design, overall plan cost analysis, participant education, and plan provider selection. 

Our process can be broken down into 4 steps: 

ORGANIZE:
During the organize stage, we identify laws, governing documents, and other sources of guidance for fiduciary conduct.

FORMULIZE:
In the formulize stage, our team identifies the substantive investment objectives and constraints, formulate asset allocation strategies to guide you in the investment decision making process. 

IMPLEMENT:
The implement stage is when investment and service provider due diligence is performed and decisions about investment safe harbors are made.

MONITOR:
During the monitoring stage, we will engage in periodic reviews to ensure that the investment objectives and constraints are being met and that  prudent practices are consistently applied.