Best of Both Worlds.
Portico’s Integrated Retirement Services are the best of both worlds. We offer the seamlessness of a bundled offering, with the increased transparency and cost savings unique to unbundling.
• Independence
• Fiduciary oversight
• Extreme cost effectiveness
• Effective employer and employee education (increased participation)
• Top-drawer alliances
• Concise investment menu with customized model portfolios
• Flexibility to remove any single component
Interested in seeing if your retirement plan can be improved? Allow us to complete a complimentary diagnostic of your existing plan. Email us directly .
