Problem – Not Enough Participation
We work with several clients in the technology fields. Our experience and dedication allow us to understand the unique challenges of this rapidly growing industry and provide innovative solutions to meet their specific needs.
This company had a very sophisticated employee base that wanted access to cutting edge investment choices, yet also very low fee structures. This kind of plan was very difficult for their investment committee to properly execute without guidance. They were constantly adding funds after they had become popular, and their results were predictably disappointing.
A Strategic Partnership
Also, through an introduction within our circle of clients, this company located another business that they were able to collaborate with on a project together benefiting both companies.
Our Value Proposition
Other technology firms will see the same challenges of keeping sophisticated employees happy with the best investments and lowest fees possible. Technology firms have a lot of competition for talented employees and an exceptional benefit program can often be the difference between hiring and retaining key employees. Our services can help technology firms create the right benefits package to attract and retain the top talent in their field.