As a third party manager to trusts and plans of various types we understand the
importance of fiduciary responsibility.  The Uniform Prudent Investor Act directs us
to the use of Modern Portfolio Theory and we do our best to employ it effectively.  
We also understand that in today’s environment employees will rely on more than
just their social security and retirement plan.  For this reason we have gone well
beyond asset management to create financial intelligence.  You can use the
following tools to help your employees make the most of their benefits and to
transform income to wealth.

"We offer implementation of Modern Portfolio Theory for plans of virtually any size, We also offer unique soltuions to fuduciaries investing in defined benefit plans. The Financial Intelligence Benefits Package is an integral part of our offering, with asset management as the prudent solution for individual equity investments. We collaborate with Rick Adams, President of Business Benefits Finance who works with you to develop the relationships (and the paperwork) required to facilitate effective management of portfolios within your companies 401(k) (or other qualified) plan. Rick can be reached at 952-884-9085 or to e-mail, click here."