Experience

Expe­ri­ence Makes the Difference

When choos­ing an invest­ment advi­sor, you need to know that the peo­ple work­ing for you have the money man­age­ment expe­ri­ence you want and a proven track record of per­for­mance to help you get where you want to go. Noth­ing sets us apart from other advi­sory firms more than the expe­ri­ence we put to work for you.

We are proud of the con­fi­dence and trust that more than 1,200 pri­vate clients have in us. And, with more than $1 bil­lion* in our care, we take our respon­si­bil­ity to those clients very seri­ously. But our expe­ri­ence doesn’t start and stop there. We’ve been help­ing peo­ple live their dreams for decades.

In addi­tion to our indi­vid­ual invest­ment man­age­ment ser­vices, we are also the invest­ment advi­sor for many of the retire­ment plan clients of Stan­dard Retire­ment Ser­vices, our sis­ter com­pany, and we man­age about $13 bil­lion that lit­er­ally rep­re­sents the finan­cial futures of hun­dreds of thou­sands of peo­ple. And if that weren’t enough, we man­age third-party invest­ment man­ager rela­tion­ships and $5.1 bil­lion of The Standard’s fixed income secu­rity portfolio.

The ser­vices we pro­vide to The Standard’s retire­ment plan clients include:

• Mutual fund selec­tion and monitoring
• Devel­op­ment and main­te­nance of model mutual fund port­fo­lios, known as Asset Allo­ca­tor Port­fo­lios for 401(k) plans
• Invest­ment advice to the Reliance Advi­sory Port­fo­lio Col­lec­tive Trusts
• Mutual fund port­fo­lio construction
• Assis­tance in select­ing mutual funds for spe­cific retire­ment plan menus or portfolios

Stan­dard Retire­ment Ser­vices pays a retainer for these ser­vices and we pub­lish a quar­terly report reflect­ing the per­for­mance of the mutual funds offered to The Standard’s retire­ment plan clients.

When you become a pri­vate client, you’re get­ting the same level of atten­tion and sup­port that major cor­po­ra­tions, gov­ern­ments and insti­tu­tions entrust with the finan­cial suc­cess of their employ­ees. Call us today at 734.994.1188 or 877.847.2446, and let us tell you more.

*As of 12/31/09