Retirement Funds
The management of retirement funds, pensions and profit sharing plans requires careful attention. The considerations to the plan and its participants are many. We work with retirement funds to maximize the expected return of the assets in the plan, while paying close attention to the risk and legal constraints inherent in retirement assets. Whether a defined benefit or defined contribution plan, we take extreme care and prudence in carrying out our Fiduciary Duties. We work closely with plan sponsors, or with individual plan participants, to develop a well diversified portfolio that will offer the greatest risk/reward tradeoff while taking into consideration pension obligations and time horizons. Clients want to feel confident that they will benefit from their years of service in the workplace; keeping their pensions secure and growing is our number one priority.

For more information about how Farr, Miller & Washington can help you with retirement fund issues, please contact us. Please be advised that there is a minimum account requirement for management by Farr, Miller & Washington.