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The firms we have chosen to partner with include:
iShares / Blackrock
iShares® is the industry leader in Exchange Traded Funds (ETFs) iShares ETFs are some of the fastest-growing investment vehicles in the financial markets today. ETFs are diversified
like index funds, but trade like a stock. They also offer efficient, low-cost, and transparent design—combined with enormous range, flexibility,
and access to virtually every major asset class. iShares ETFs are a lower-cost alternative to traditional mutual funds, with expense ratios
that are typically well below those of both active and index mutual funds. The average
expense ratio of an iShares ETF is 0.41%, versus the average active mutual fund expense
ratio of 1.42% and the average index mutual fund expense ratio of 0.69%—1.01% and
0.28% differences, respectively, which can result in significant savings at retirement.
Pacific Pension Services NW
The partnership with Pacific Pension Services NW provides us with the ability to offer Plan Design / Review / Audit services in conjunction with our standard offerings.
If you would like to learn how you can partner with us, please click here.
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