We have partnered with Schwab Institutional, a subsidiary of Charles Schwab Inc. to assist us in developing customized retirement solutions.
Types of Plans
Small Business Retirement Plans
- Individual 401(k) Plan
- SEP-IA
- Defined Benefit Plan
Individual Retirement Plans
- Traditional IRA
- ROTH IRA
- Rollover IRA
Key Features
Creating a diversified portfolio is easy with Key Investment Team. We may include exchange traded funds (ETFs), mutual funds, and stocks to represent a portfolio or asset allocation in a single account and then keep it on track by making adjustments as market conditions change.
We choose from a wide range of investments to suit your objectives, including:
- Mutual Funds—Get the benefits of professionally managed funds, with no loads or transaction fees. Schwab Institutional has thousands of funds to choose from, we can find you the best.
- Exchange Traded Funds—Build a well-diversified portfolio by using exchange-traded funds to give you exposure to a particular segment of the market.
- Fixed Income—Through Schwab we have access to more than 28,000 fixed income securities, representing municipal, corporate and government agency bonds, bond funds and other fixed income securities.
- Stocks—Through Schwab Institutional, you pay less per trade, get dependable execution and fast trades. We have access to Schwab Equity Rating®, a proprietary methodology for identifying stocks we believe will outperform or underperform the market over the next 12 months.