Investment Methodology

As a plan fiduciary, your primary responsibility is to make decisions on your 401(k) or Group Retirement Plan that are in the best interest of your participants. As a result, developing an investment menu for participants goes beyond simply numbers. By utilizing an employee-centric approach, Pangea Wealth is able to develop a diversified investment lineup that strives for consistency and flexibility moving forward. From the oldest to the youngest employee, the lineup you present to your employees should allow every participant the ability to diversify for their specific needs and allow them to become retirement ready.

To learn more about our rigorous due diligence process, please contact us.