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 

• Fiduciary status

• Services 

• Fees 

This illustrates how the service providers combined and interconnected actions achieve the plan sponsor's desired outcome.