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  • Investment Analysis
  • Plan Design
  • Provider Benchmarking
  • Fiduciary Compliance
  • Employee Communication & Education
      Wealth Management

    In order to minimize fiduciary liability and comply with Department of Labor guidelines, plan sponsors should be engaged in assuring that employees have access to high quality, diversified investment choices.

    Principled Advisors provides a comprehensive fund analysis by utilizing multiple tools, including Morninstar Reports, 401(k) Exchange iScout, The FiRM Report, and Zephyr's Style Analyses. Multiple analytical measurements are employed including:

    • Style: Correlation & Style Drift
    • Upside & Downside Capture
    • Performance: Excess Return & Tracking Error
    • Risk-Return: Standard Deviation, R-squared, Alpha, Beta & Sharpe Ratio
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