Separate from our work with individuals and families, Classic Capital serves as an advisor for institutional retirement plans.
As a fee-only, independent Registered Investment Advisor, Classic Capital has a strong belief in the value of objective, professional investment counsel.
While the large financial services providers tout the bells and whistles but fail to mention the high costs that come with these unnecessary features, our focus is on what really matters in a retirement plan: the investments.
There are five key benefits that make our program distinctly better than the mass-market plans that most financial services firms offer:
- We create and manage Advisor Managed Portfolios for your plan; a simple and effective, low-cost, single-choice option for your participants.
- We provide direct advice to your participants at no additional cost.
- We assemble and coordinate an expert team of service providers, including record keepers, custodians and fund companies.
- We assume – in writing – our role as your plan’s fiduciary, offering your plan’s trustees a critical level of liability protection.
- We do not accept fund fees, which are often used by the 401(k) industry to obscure true plan costs, and we provide full fee transparency.
