A news release said the system will provide investment fiduciary support services for investment advisors, plan administrators and institutional clients The Atlanta-based White Horse Advisors is a fee-based firm providing retirement planning and financial consulting services that help plan sponsors with total cost analysis, investment policy management, fiduciary review, vendor search, and general financial education, according to the announcement.
White Horse will also have access to the institutional investment services of North Point Advisors, LLC, a national investment consulting and management firm that provides analytic and research services to the PlanTools platform, according to the announcement.
The program provides an investment policy statement and ongoing monitoring of funds for performance and notable management issues. Quarterly reporting of objective and subjective performance is provided in electronic form and includes recommendations for remedial action for consideration by the plan sponsor or plan committee, the press release said. Fund selection assistance is also provided.
Plan sponsors, professionals or institutions interested in White Horse or PlanTools should contact Amy Anglin by email at email@example.com or by phone at 678-322-3019.
« Morningstar Inc. Names New VP