We help private and public companies, non-profits and other organizations provide exemplary retirement plans for their employees. Our transparent, cost-effective, and objective approach will ensure your plan stands out, helping you attract and retain top talent.

Portico's services include:

  • 3(21) or 3(38) Fiduciary Services
  • Investment Policy Statement (IPS) Creation/Revision
  • Investment Committee (IC) Formation and Leadership
  • Investment Due Diligence, Selection and Ongoing Monitoring
  • Employee Education and One-on-One Advice
  • Comprehensive Financial Wellness Solutions
  • Individual Wealth Plans for Key Team Members
  • 100% Disclosure of All Plan Costs
  • Participant Experience Analytics

The Specialist’s Specialist

  • You’ve put a lot of blood, sweat, and dollars into building your practice
  • You need customized solutions that stack the odds in your favor
  • You’re potentially under-saved for retirement and seeking super-charged ways to get back on track
  • The contribution limits for options like 401(k) or Profit Sharing are too low for you to meet your goals
  • You’d like to reduce the reality of sky-high income taxes

 
Retirement Plan Diagnostic
The retirement market is confusing, abounding with platforms and providers. It has its own nuances and nomenclature. To help you tame the chaos, we’ve created our own Retirement Plan Diagnostic with over 100 touchpoints that thoroughly and objectively dissect your plan. It answers key questions, like:

  • Do I have quality investments?
  • Is my plan optimally designed?
  • How much am I really paying? And for what?
  • Am I meeting all of my fiduciary responsibilities?

Best of all, it’s free. Give us a call or contact us to get the ball rolling.