Investment Analysis
Improve participant outcomes & mitigate risk
Accelerate Retirement uses a proprietary investment monitoring system. It enhances participant outcomes while helping employers manage risks and reduce fiduciary exposure.
Our system includes:
- A proprietary process that incorporates a comprehensive, quantitative fund Scorecard™ and a thorough qualitative review by our Investment Committee which includes several Chartered Financial Analysts
- An investment scorecard with an easy to understand, 10-point scoring system
- Our strategic partnership with RPAG allows us to leverage over $1 trillion in assets under advisement to gain access to key investment personnel to which other consulting firms have limited or no access
- Access to institutionally priced investment options
- HSA investment analysis for employers with high-deductible health insurance plans
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