At Schneider Downs Wealth Management Advisors, our primary commitment is to ensure that our clients receive responsive and innovative service and advice. We specialize in integrating expertise with products and services in a manner that is easily understood and effective.
In today’s world, plan sponsors are more aware than ever of the many requirements, restrictions and obstacles that are associated with establishing genuine investment flexibility.
The SDAdvantage Retirement Plan Platform was created specifically with those challenges in mind. While our organization retains the ability to offer a wide array of nationally-known bundled and unbundled retirement plan service providers, we recognize that many come with varying degrees of administrative complexity and inflexibility. Through the SDAdvantage Retirement Plan, we have access to more than 5,000 mutual funds available to us on our platform. Further, we have the capabilities to construct investment menus to objectively meet plan sponsor needs.
We believe our clients should be aware of the top performing alternatives based upon an established investment policy criteria. Through the SDAvantage Retirement Plan Platform, we can assure our clients of an unbiased selection process and open architecture flexibility.
