Service

Institutional Retirement Investment Advisory

at Windgate Wealth Management · Chicago

Details.

Discretionary and non-discretionary advisory services for government retirement systems, defined contribution and defined benefit plans, Taft-Hartley organizations, church plans, and other retirement plans. Services include investment policy statements, asset allocation modeling, investment manager selection, QDIA alternative determination, investment monitoring, vendor search and selection, plan implementation, and employee education and communications.

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