At Geier Asset Management, Inc. we understand that your organization’s retirement plan helps you attract and retain the employees you need to grow your business. However, finding the best retirement solution with the right mix of investment products and services can be a daunting and time-consuming task. Ongoing monitoring of the investments within the plan also requires diligent investment expertise and insight.
That’s why Geier Asset Management has partnered with Columbia Benefits Consultants, Inc. to create comprehensive retirement plan solutions for businesses like yours. Solutions that work for both the plan sponsor and plan participants. For business owners, we can offer comprehensive retirement plan solutions, including 401(k) and profit sharing plans. Our team provides the investment management for these retirement plans, and our trusted recordkeeping partner provides state-of-the-art recordkeeping and plan administration.
Geier Asset Management has a specific division of retirement plan solutions geared to help business owners design and implement their plan as well as employees manage their individual retirement accounts. Contact one of our qualified financial advisors to learn more about our Howard County retirement plan solutions.
We use the following three step process to ensure that we provide a retirement plan that meets your needs now and in the future:
Step 1: Understand your goals and objectives for your retirement plan.
Step 2: Construct a customized retirement plan that includes a range of investment options. We work with each plan sponsor to design an Investment Policy Statement that aligns with their objectives.
Step 3: Provide ongoing oversight and monitoring of the investments to ensure that you are providing high-quality solutions for your employees.
Geier Asset Management uses a rigorous and disciplined investment process to select the most appropriate investments for your retirement plan. This process employs four screens that include both quantitative and qualitative analysis to identify high-quality mutual funds that meet specific criteria in terms of portfolio characteristics, performance and portfolio manager credentials.
We will craft a menu of investment options that are suitable for your plan using our open architecture platform at Fidelity. This will provide participants with the best investment options across all asset classes. In addition, quarterly reviews of the investments are conducted by the firm’s investment committee and adjustments are made as they see fit. We meet with the employees of the firm semi-annually to conduct education sessions that will assist in investment management and asset allocation of the individual 401(k) account. Essentially, principals and employees are given unlimited access to a qualified investment advisor.
We at Geier Asset Management and Columbia Benefits Consultants, Inc. are committed to the success of our clients. An experienced Relationship Manager will be assigned to you to facilitate the smooth operation of your plan. Our team will work on your behalf to maintain the quality and efficiency of your plan.
The success of your retirement plan depends upon the ability to effectively communicate the benefits of your plan to your employee participants. We can provide your employees with investment education designed to enhance plan participation and answer any questions they may have.
Talk with us about how we can help your company meet its retirement plan goals. We can work with you to implement a comprehensive and flexible retirement plan that will benefit both plan sponsor and participants as your business continues to evolve and grow.
Our retirement plans solution have increased the profitability of businesses while providing an effective tool for attracting and retaining employees. Custom portfolios, tailored to match the risk tolerance and objective of each participant, have added tremendous value to our clients’ businesses and their personnel. Geier Asset Management’s custom solution can help your company meet its retirement goals. Let us help take your Maryland area firm to the next level.
Let’s talk. We would consider it a privilege to help you.