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Our Partners & Team Members
- Trust Companies
- Investment Managers
- Co-Fiduciary & Reporting Services
- Recordkeeping Providers
- Custodial Platforms
Benefit Trust Company
Benefit Trust Company is a leading national provider of trust, custody, and fiduciary services for company retirement and benefit plans, banks, public entities, and registered investment advisors. Our firm is grounded in the single-minded focus of helping our clients to manage risk, while simultaneously improving profitability. Our expert team combines objectivity, independent insight, disciplined processes, and total fee transparency to help our clients mitigate their risks and manage the complexities of their fiduciary commitments. We receive tremendous satisfaction from knowing that our clients embrace these values as much as we do.
Cardinal Trust Company
Cardinal Trust & Investments (“Cardinal”)
is a division of Cardinal Bank, a wholly owned subsidiary of Cardinal Financial
Corporation based in
We operate on the highest of
quality custodial systems currently in use in over 50 countries. With this
experience behind us we are able to customize to your unique needs. Our systems
automate the processes in the financial services marketplace, linking asset
managers with brokers, brokers with exchanges, exchanges with banks and banks
with settlement agents and custodians.
Cardinal Financial Corporation(“CFC”) is one of the
largest bank holding companies in
Great Plains Trust Company
Great Plains Trust Company was chartered as an independent Kansas trust company in April 1994 by the Office of the State Bank Commissioner to transact a general trust company business in accordance with the laws of the State of Kansas. The company's initial business was principally comprised of providing investment management services to pension plans.
Since our inception, Great Plains Trust has expanded its overall services to include providing investment and asset management, trustee, and custody services to employee benefit plans, foundations, trusts, individuals and Individual Retirement Accounts (IRAs). Further, Great Plains Trust provides personal and institutional trust administration and custody services and investment management agency and custody services.
Black Knight
Our mission is to provide above-market investment returns, exceptional client service and multiple strategies to meet our clients' investment needs. In order to achieve these goals, we embrace the values of independent thinking, disciplined investing and devotion to client satisfaction. We stand by these values with the utmost integrity.
The name of the firm is a nod to the Black Knight athletic teams of the U.S. Military Academy at West Point, of which Daryl Dennis is a graduate. The core beliefs embodied by West Point can be found at Black Knight. Discipline, honor, hard work, strategical thinking and performance (which is the equivalent of accomplishing the mission) remain central to the organization today.
Our vision is to provide our clients with above-market returns in lower volatility asset classes so that their participants can achieve their financial goals.
C.S. McKee Investment Managers
C.S. McKee, L.P. is an independent registered investment advisor, specializing in institutional and retail investment management services, utilizing a variety of investment strategies and styles. The firm, consisting of 38 employees, manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for municipalities, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. Founded in 1931, the Pittsburgh-based firm of professional managers has approximately $8.9 billion under management in over 400 equity, fixed income, and balanced portfolios.
Meritage
Mission Statement: To deliver portfolio management excellence coupled with outstanding client service.
Guiding Principles
- Uphold the high moral standards and code of ethics of our member associations, the CFA Institute and the Investment Adviser Association.
- Stay true to our "value-centric" investment process discipline.
- Continually explore the use of technology to enhance the quality of investment decisions.
- Support a business model that encourages the direct relationship between client and investment professionals.
- Provide a professional work environment that encourages personal growth and intellectual freedom.
- Invest our own money in precisely the same way that we invest for our clients.
Meritage Corporate Presentation
PRI Investments
PRI was founded over twenty-five years ago to provide investment products that seek to deliver attractive returns with relatively low risk. We believe PRI has developed some of the most innovative products in fixed-income investing, and we are proud of our tradition of client service and investment results.
* Extensive research and product development
* Investment Programs have outperformed benchmarks
* Unique expertise and long-term experience investing in U.S. Treasuries
Rogerscasey
The Rogercasey Retire Funds are designed to provide a single investment solution that automatically adjusts over time to meet the changing risk and return objectives of investors as they approach retirement. As the anticipated target date of retirement approaches, the investment strategy of the portfolio becomes more conservative. The Retire Funds offer:
- A transparent, institutional investment approach that relies on Rogerscasey’s 40 years of working with retirement investors
- Open Architecture / Best In Class Providers where all asset classes and sub-asset classes are included where appropriate, and managers selected based upon their ability to provide the best possible risk adjusted returns
- Independent, thoughtful asset allocation focused solely on meeting investor retirement goals and needs
Valmark (TOPS™ Strategic Allocation Portfolios)
ValMark Advisers, Inc., is a registered investment advisory firm and part of the ValMark family of companies which has over 40 years of focused experience in providing estate planning, wealth management and investment management services to retail and institutional investors. The Optimized Portfolio System (TOPS™) is designed to allow retirement plan participants to:
- Select an asset allocation strategy which has the level of risk acceptable to him/her
- Easily diversify investment assets among many asset classes
- Pursue a strategic asset allocation investment strategy for your investment time horizon
The TOPS™ Strategic Allocation Portfolios utilize ETFs to provide diversification and asset allocation. ETFs are passively managed baskets of securities that trade on a national exchange like individual securities and are managed to track the holdings of their benchmark indices.
Fiduciary & Reporting Services
InterServ
InterServ is an independent Registered Investment Advisor that delivers investment management, co-fiduciary services and investment analysis reporting to retirement plan sponsors in partnership with their financial advisors.
InterServ brings value to the plan sponsor/advisor relationship by offering a unique investment process, prudent practices and quality investment analysis and recommendations. Other services include:
- Proprietary analysis of existing investment line-up, including InterScoresSM
- Customized Investment Policy Statement generation
- Asset allocation modeling recommendations
- Ongoing investment monitoring and reporting
- CEFEX-certified co-fiduciary service on applicable plans
- Periodic plan reviews with client’s Investment Committee
InterServ Overview
InterScore Defined
InterServ and Advisors Roles & Responsibilities
Columbia Benefits Consultants, Inc.
For more information please visit www.columbiabenefits.com or call (877) 535-0560
CPI Qualified Plan Consultants, Inc.
Since 1972 CPI Qualified Plan Consultants, Inc. has provided recordkeeping and administration services to qualified and non-qualified defined contribution retirement plans from its corporate offices in Great Bend, Kansas. With 13 regional offices located throughout the United States, CPI's consulting and production management staff has more than 270 combined years of experience in the retirement plan industry. CPI currently partners with the nation's most prominent investment institutions and mutual fund companies to provide services to more than 3,000 retirement plan clients and their financial advisers.
For more information about CPI services, visit www.cpiqpc.com or call 800-279-9916, extension 765.
DailyAccess Corporation is an innovative, industry-leading retirement plan services company. We provide solutions-based technologies integrated with professional, personalized client service to enable plan sponsors and financial advisors to deliver the most effective retirement plan available to the participants they serve. We offer our services through financial advisors and deliver recordkeeping and administration services and consulting for defined contribution plans to small to mid-sized plan sponsors.
P&A Retirement Plan Services, part of the Buffalo, NY based P&A Group, is a true open-architecture defined contribution recordkeeper and Third-Party Administrator, providing services to employer sponsored retirement plans in the small to mid-sized marketplace. P&A 401(k), P&A 403(b) and P&A 457 provide real alternatives to the hidden costs and expensive mutual fund options that plague many of the traditional retirement plan platforms.
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