Let's F.O.C.U.S. On Your Corporate Retirement Plan
Our objectivity, transparency and evidence-based investment philosophy will help differentiate our offering from the others and help your employees achieve success.
Evidence shows that the overwhelming majority - 79 percent - of funds fail to meet their benchmarks over a 10-year period.* Those that do are rarely able to repeat that feat. But far too many retirement plan advisors ignore those facts and instead build portfolios by trying to identify managers that will outperform.
As a registered investment advisor, we're here to provide you and your employees direct, objective guidance on your retirement readiness by collaborating on risk assessment, saving strategies and evidence-based investment plans.
For many providers, fees are a set percentage of fund expenses that stay the same as the plan grows. That means more assets equal higher fees. Our scalable, transparent fee structure means that as the employee assets in your plan grow, your fees as a percentage of assets decline. Our approach to fees means you and your employees will always be getting the most out of your plan.
As part of your plan, Ellerbrock-Norris Wealth Strategies will take on the fiduciary responsibility for selecting and maintaining your mutual fund lineup.
Your advisor will assist you in continual plan education and provide guidance about general investment principles and the investment alternatives available under your plan.
Decades of unbiased, peer-reviewed research and evidence have shown us the best way to build long-term wealth. Simply put, we are here to help give your employees a clear path to retirement success.