Why Us?
The Department of Labor recommends that if you don’t have the knowledge, experience and skill you need to hire someone who does.
That’s us.
What We Deliver
Our Commitment to You
We Ask the Hard Questions
We go beyond basic expense ratios, returns and Morningstar ratings. We interview actively-managed fund representatives, asking tough questions to gain key insights on fund operational structures, processes and investment proficiency.
Portfolio Management Solutions
We manage comprehensive, diversified investment portfolios for employees who prefer not to manage their own accounts. We’re here to help.
Course Corrections
Regulatory changes happen quickly. We meet individually with Plan Sponsors to ensure you are meeting your fiduciary responsibility.
Contact Safe Harbor Partners
If you’d like to learn how Safe Harbor Partners can help you establish and maintain a process of prudence and provide a plan your employees can depend on, pick up the phone and dial 703.752.6007.