Investment Due Diligence

Market volatility makes it crucial for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. Justin Retirement will work with the retirement plan committee to develop and maintain the plan’s investment strategy, which is formalized in an investment policy statement.

Justin Retirement provides comprehensive analysis by utilizing multiple independent investment analytic tools. Each investment is evaluated by more than a dozen different and objective analytical measurements, including:

• Upside Capture
• Dowside Capture
• Correlation
• Style Drift
• Excess Returns
• Tracking Error
• R-Squared
• Median Rank
• Volatility of Risk
• Alpha
• Beta
• Sharpe Ratio

Performing the analysis on a regular basis is essential to documenting compliance with Department of Labor guidelines and minimizing exposure to fiduciary liability. Past performance does not guarantee future results.

We are here for you!

Our independence allows for a most thorough review of the investment universe. Our emphasis is always on searching for solutions that are tailored to help optimize client success. Our wealth planning is designed to deliver a comprehensive, personalized snapshot of a client’s financial portfolio. The result we seek is a portfolio that optimizes returns while managing the appropriate amount of risk.

At Justin Retirement, we:

• use a defined process and service
• help maximize distribution strategies
• stress a holistic approach to individual financial planning