Investment Advisory Services
Wharton Advisors helps to ensure that your Retirement Plan's investment decisions are both rational and prudent. We work with clients to develop an Investment Policy Statement and then follow the standards set forth within that Statement throughout Plan implementation and administration. We apply our industry expertise in guidance that influences funding policy, investment diversification and value to Plan participants.
Specifically, recommended Investment Advisory Services include:
- Creation and maintenance of a Retirement Plan Investment Policy Statement
- Periodic review and monitoring of investment alternatives to benchmark investments to standards set forth within the Investment Policy Statement
- Quarterly review of current investments coordinated with review of all investment alternatives for the Plan
- Customized asset allocation and financial planning services to Plan participants
Securities and Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member
FINRA /SIPC and Federally Registered Investment Advisor.
Wharton Advisors is an NFP company, the parent company of NFP Securities, Inc.
National Financial Partners Corp. and NFP Securities Inc. do not give tax or legal advice. Please consult your tax advisor or Financial Consultant for your particular situation.
This site is published for residents of the United States only. Registered representatives and invesment advisor representatives of NFP Securities,Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additonal information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
