QBOX Boxes of Responsibility Process
We Make It SIMPLE
As an independent Registered Investment Advisory (RIA) firm, we have a fiduciary duty to provide advice or options that are in the participant’s best interest. Our service model is best visualized through the QBOX “Boxes of Responsibility” which clarifies each Service Provider's:
Roles and relationships
This illustrates how the service providers combined and interconnected actions achieve the plan sponsor's desired outcome.
The Independent RIA and RIA Firms
Institutional Money Managers
Recordkeepers and Third Party Administration Firms