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  INSTITUTIONAL INVESTORS ALL EQUITY PORTFOLIO | FIXED INCOME | 401(k) MANAGEMENT
 
  401(k) MANAGEMENT * ** + ‡  
 
 

Crossroads Investment Advisors, LLC can add value in a variety of ways to your business and to the participants in your 401(k) plan. For your business, we help you avoid the conflicts of intrest that arise when hiring a brokerage house or other single source vender to manage your 401(k) plan. Because we're independent, we hire best-in-asset class managers using a high degree of due diligence to find and hire those managers to be used as investment options for your 401(k) plan. We continously monitor, and change when necessary, those managers and continue to look for new, viable, asset classes that provide value to the overall plan. We also offer managed pre-set mixes that are based on the participant's time horizon. This lessens the burden on your organization to educate your participants as to the many different investment options available. It also benefits the participant by relieving him or her of the burden of making their own fund selections. The management processes used for fund selection have added considerably to the returns of plan participants over the last decade.

 
 
 
   
 
 

* Past performance is not a warranty for future returns.
** Performance figures are not shown as CFA Institute - (formally AIMR) compliant, and have not been independently verified.
+ While dividends are not automatically reinvested into their respective security, dividends are retained in clients's accounts and are, eventually, invested in securities chosen by Crossroads Investment Advisors, LLC.
‡ Data is based on actual averaged results received by clients of Crossroads Investment Advisors; all results shown are calculated net of advisory, transactional, and/or other fees.

 
 

Contact us for more information as to how we can benefit your business and 401(k) plan participants.