If you are the proprietor of your own business, you may have established a profit sharing or money purchase plan, or perhaps a hybrid plan. And for convenience and cost savings you may have elected to bear the difficult responsibility and risk of enlisting yourself as the investment manager.

Well, as time has gone on you may have realized that this task is another “job” and maybe you’ve become concerned that you just can’t spend the proper amount of time to provide the best possible results for yourself and your employees. Additionally, you are uncomfortable with accepting the risks associated with managing the assets. I have spoken with many employers who have expressed these concerns, and more.

You should be thrilled to know that the management platform we have operated for years is a superior alternative to managing the assets in your retirement plans. Our daily oversight platform is designed to provide diversification, control risk and costs. Typical investment commissions are a thing of the past in our portfolio models and all aspects of allocation and oversight become our responsibility. As well, since the plan is tax-qualified, the current plan assets can be converted to the model system without tax consequences.

Any employer who can identify with these concerns should take a look at our system. We’re absolutely confident you’ll share my enthusiasm. This platform is also available to IRA’s, old 401(k) plans, SIMPLE and SEP plans !!

Toomey Investment Management a boutique private wealth advisory company partnering with mid to high net worth individuals, families and businesses.