Investment Consulting- Kris Sage (Large)

We value our independence from big banks and Wall Street firms. We believe this independence is the only way we can truly offer unbiased investment advice, eliminate any conflicts of interest, and act in the best interest of our clients. InTrust Fiduciary Group partners with your plan’s investment committee to develop and maintain a custom investment fund menu that consistently meets your plan’s objectives.

Our investment services include:

  • Investment Policy Statement development and review
  • Fund menu design
  • Investment manager and mutual fund search and evaluation
  • Investment fee analysis
  • Qualified Default Investment Alternative (QDIA) selection and review
  • On-going performance monitoring

With a proper due diligence process and supporting documentation in place, your investment committee can ensure alignment with the plan’s investment strategy while adhering to Department of Labor guidelines.