Trust Investments to Our Team
We manage retirement plan investments in Kalamazoo, MI area
Managing retirement plan investments is a daunting task for many people. Fortunately, Gasaway Investment Advisors offers 3(38) investment managers to participants in the Kalamazoo, MI and surrounding area. These managers have discretionary control of a plan’s investments and have a fiduciary duty to participants to act in their favor. Our managers can alter your retirement plan investments as needed to aid your growth and protect your principal to the best of our ability.
Contact us now to hear more about our plans.
How Can an Advisor Help You?
Managing investments doesn’t have to be complicated. With a 3(38) investment manager under ERISA guidelines, we can:
- Monitor your plan’s investments
- Make changes without requiring fiduciary approval
- Prepare reports to ensure compliance with fiduciary standards
For participants who prefer more control, we also offer self-directed brokerage accounts which gives you the ability to choose stocks, bonds, and mutual funds.
Talk to one of our professionals today to explore your options.
