EFFORT

Consulting with EFFORT

The Parnters specializes in the investment due diligence, promotion, and education involved with qualified and non-qualified plans.  We use a thorough qualitative and quantitative process for finding a solution that fits your organizations needs.

Fiduciary Protection

Since the Employee Retirement Income Security Act of 1974 (ERISA), employers have faced increasing fiduciary responsibilities.  Through our Investment Advisor Representative agreement with Cadaret, Grant & Co., Inc., we have the ability to act as a fiduciary and indemnify trustees from many of their challenging responsibilities.  We use a proactive approach while establishing ourselves as a true partner.