• “Their innovative and knowledgeable approach to retirement plans and financial planning has been an important component of the benefits we offer our employees.”
     K. Adams, COO
     Emergency Physicians Medical Group

 

 

 

401(k) Investments

Each participant in the 401(k) plan will have access to a nearly unlimited array of mutual funds, stocks and bonds through a self directed account.  However, for the investor who is not investment savvy, they may select from eleven highly ranked mutual funds covering all major investment classess and styles.  These funds are reviewed quarterly to insure that they meet performance and management guidelines as outlined in our investment policy.

These funds are ranked in the upper quartile of their respective styles and have provided existing MFSI physician clients with above average returns for over fifteen years.  Although we do not switch funds often, we have occasionally changed funds because an investment manager left the fund or because its performance has drifted below our investment policy provisions.

 

 

 

 

 

 

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