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Investment Consulting

Creating good investment choices for all employees.

Our investment program for 401(k) and 403(b) plans is centered on managing fiduciary risk and promoting great participant investment decisions. We accept the highest level of fiduciary responsibility for investments by working most often as an ERISA 3(38) investment manager. We sometimes also work as a 3(21) co-fiduciary investment manager. This responsibility includes the drafting of an Investment Policy Statement, selection and monitoring of the investment menu, and the management of risk-based investment models from which participants select. GBB fiduciaries have no financial interest in recommending one investment over another.

Check the background of this firm/advisor on FINRA’s BrokerCheck.