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Access the Best Open-Ended Investment Platforms
Access to Multi-Family Programs
Providing your retirement plan with an open platform from which to choose your plan's investment options is what MBM is all about. Combining MBM's ability to offer options from the entire mutual fund universe, coupled with our exceptional investment research capabilities, gives your plan extraordinary access to the best mutual funds for your company retirement plan. As an independent pension and investment consulting firm, MBM is able to choose from several of the best open-ended investment platforms available.
Disciplined Investment Selection Process
Each one of our client's investment lineups is chosen using a rigorous screening process. While other firms focus solely or primarily on current investment performance, MBM looks at multiple factors to ensure your chosen funds perform well in both up and down markets, are reasonably priced, have stable management, and are not the subject of current or future litigation issues that could affect the performance of your fund.
Ongoing Investment Reviews
Continuing to review your plan's investments on a regular, systematic basis is just as important from ERISA's viewpoint as the initial selection process. MBM produces a comprehensive semi-annual or annual report for your investment committee that looks at your fund options, recent and long-term performance, ongoing style consistency, management stability, and regulatory health. In addition, MBM makes suggestions for fund additions, deletions, and replacements, all in the best interests of your plan and in accordance with U.S. Department of Labor guidelines.
Investment Advisory Services Offered through MBM Advisors, Inc.
Securities Offered Through MBM Securities, Inc. Member NASD-SIPC
All Investments contain risks, including the risk of loss of principal. Investments in securities or mutual funds are not guaranteed by any bank and are not F.D.I.C. insured. You should obtain and read a copy of the prospectus for any mutual fund prior to investing or sending money.
Investment Advisory Services Offered through MBM Advisors, Inc.
Securities Offered Through MBM Securities, Inc. Member FINRA-SIPC
© 2008 MBM ADVISORS INC. - All rights reserved.
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