Customized Retirement Plans

Plan Designs That Work For You & Your Employees

As a business owner, you want to provide your employees with a competitive benefits package that includes a solid retirement plan, while meeting the needs of your business in such critical areas as fiduciary responsibility. At Cornerstone Capital, we work with hundreds of the largest investment companies in the world to find the appropriate match for your company's needs. We also have an excellent selection of top-rated money managers who specialize in many different asset classes and who can help build a plan suitable for virtually any investment style, so employees can choose a plan suited to their individual needs. Our full range of retirement plans and services include:

For Your Business Customized Retirement Plans

  • Plan design
  • Plan expenses
  • Employee education

For Your Employees

  • Safe harbor plans. For highly compensated employees.
  • Professionally managed accounts. For employees who prefer total management by a qualified investment advisor representative.
  • Lifestyle/target maturity investments. Asset mix is determined by level of risk and return appropriate for the individual employee.
  • Designated portfolios. Includes all asset classes, offering a diverse investment menu to employees.
  • Financial investment window. Allows access to hundreds of additional top-rated investments for employees who want additional choices.
  • Self-directed brokerage account. Employees have access to and can invest in virtually any publicly traded mutual fund or stock.

We'd be happy to sit down with you and discuss how this valuable service can benefit your company and your employees.

Ask Why Wealth Management for Not-For-Profits Speak to an Advisor

 
5895 Goodrich Road
Clarence Center, NY 14032 
Telephone 716-406-2250
Fax 716-406-2447


Securities and investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC

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