Investment Analysis

Choosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task, as it can impact a participant’s retirement experience.

Pierce Financial Group provides independent investment analysis to assist you with this important responsibility.

Our proprietary Scorecardsm System provides a proven process to monitor and evaluate fund managers and investment strategies. We employ an institutional approach which is comprehensive and independent, utilizing a well-documented process and methodology.

The Scorecardsm ranking evaluates investments on a scale of 0 to 10 in core asset classes, including asset allocation investments.

DETERMINING FACTORS:

  • 30% Style Factors
  • 30% Risk/Return Factors
  • 20% Peer Group Ranking
  • 20% Qualitative Ranking

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