Institutional Investment Management
As a steward of your institution’s assets, you understand the importance of your responsibilities. At SRP, we partner with you to create a comprehensive investment policy, carefully select and monitor investments, and ensure transparent performance tracking and reporting. Our goal is to help you prudently manage your fiduciary duties with confidence and governance integrity.
Endowments & Foundations
Managing the funds of a charitable or non-profit organization requires diligence, prudence, and strong fiduciary governance. SRP partners with you to manage risk and drive the growth of the assets entrusted to your care, striving to ensure they align with your organization’s mission and or donor intent. We offer expert guidance in fiduciary governance, investment selection and monitoring, and comprehensive performance reporting, seamlessly integrating with your board and staff to help you manage your endowment or foundation assets effectively.
Corporate Cash Management
Prudently optimizing corporate cash management is essential for meeting your institution’s financial goals. SRP offers strategic guidance on managing, investing, and allocating funds across short, intermediate, and long-term objectives. We provide thorough oversight assistance and reporting on performance, cash flows, returns, income, and dividends, helping you uphold fiduciary responsibilities with governance excellence.
Outsourced 3(38) Investment Management
Our goal is to make it easier for you to fulfill your role.
When you appoint an SRP advisor as your plan’s investment fiduciary, you’ll have a professional investment management process tailored to your company’s needs and designed to reduce your work and liability.
For Employers
You have a business to run and, if you’re like many owners, you may not have the time or inclination to be responsible for selecting, monitoring, and reviewing your retirement plan’s investments.
SRP advisors can act as your plan’s ERISA 3(38) Investment Manager and take on fiduciary responsibility for the investments in your plan. By delegating this responsibility to us you can reduce work and liability. You will still have fiduciary responsibility to select and monitor our performance.
The SRP Difference
We believe there is no “one-size-fits-all” approach to investment selection. Our value lies in our commitment to personalize your plan experience through tailored fund selection to align to the needs of your employee demographics and to compliment other retirement benefits you may offer.
We provide an essential 404(c) protection by assuming fiduciary responsibility for our investment choices, freeing you and your committee from having to complete and document detailed fund reviews. All decisions and meetings are thoroughly documented and explained in written minutes we provide. It’s all about making it easier for you to be successful.
SRP Services focus on making it easy for employers and committees to fulfill their role:
Investment Selection and Monitoring
Investment Policy Statement Development Support
Target Date Fit Analysis
Thorough Committee Minutes Support
Document Retention Support for Audit Purposes
Investment Cost Monitoring
Quarterly Fiduciary Investment Review
For Recordkeepers and Advisors
Certain SRP advisors can provide outsourced 3(38) solutions to your clients. While several national firms offer this service, there are key differences between the 3(38) solutions SRP professionals provide and the others.
The SRP Difference
We are a total retirement plan advisory practice, not a wealth management firm that also happens to manage retirement plans.
We believe strongly that our independence from proprietary products is essential to how we fulfill our role.
Keys
A Personalized Experience
We tailor investment lineups to the demographics of each employee group and the needs of the plan sponsor.
Fiduciary Protection Risk Management
We provide essential 404(c) protections by assuming fiduciary responsibility for our investment strategies.
Partnership
As your partner in client service, we respect mutual confidentiality and will sign a non-solicitation agreement to protect your client relationships, tailoring our service model to complement your offering.
Let’s talk about how we can support your organization.
With SRP as a fiduciary partner, you’ll be free to focus on what you do best.
Relax,
We’ll take it from here.
This information is not intended as authoritative guidance or tax or legal advice. You should consult your attorney or tax advisor for guidance on your specific situation. In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.