Investment Advice


To meet your responsibilities under ERISA, the plan should have an investment policy statement to guide the investment decision-making process. The investment policy statement should provide general guidelines for investment selection and monitoring. This helps the plan fiduciaries demonstrate they have fulfilled their responsibilities and provides documentation. Bridgehaven Fiduciary Partners will help plan sponsors develop an investment policy statement and provide comprehensive investment services. These services include:

  • Diversification review of the investment menu
  • Quantitative and qualitative analysis of investment options
  • Recommendation to add, remove or change investment options
  • Provide a proprietary investment review and performance reporting on a regular basis
  • Track investment changes and document due diligence reviews
  • Discuss regulatory updates, market commentary and participant demographic reports