• Provide a disciplined investment due-diligence process by applying a stringent set of quantitative and qualitative criteria for fund selection
• Monitor funds utilizing both a fundamental and a technical approach
• Develop an Investment Policy Statement, as well as ongoing monitoring of adherence thereto
• Provide annual asset reviews with documentation of Investment Committee due diligence
• Provide broker consulting services or sign on as Co-Fiduciary under Registered Investment Advisory Agreement
   
• Analysis of Investments is based on: 
   
  • Performance Relative to Peer Group and Index
  • Risk-Adjusted Performance
  • Style Consistency
  • Management Experience
  • Competitive Expenses
  • Modern Portfolio Theory Statistics

Securities offered through H. Beck, Inc. Member FINRA/SIPC
MBG Retirement, Inc. is not affiliated with H. Beck, Inc.