Fiduciary and Advisory

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Silicon Valley Retirement Services provides customized fiduciary and investment advisory services that meet the diverse needs of plan sponsors and participants.

Independent, Objective and Unbiased: Since we have no vested interest in recommending a particular fund or fund family, you can be assured that our recommendations are 100% driven by what is best for the plan.  We are committed to full disclosure of all plan fees and do not retain any revenue from the plan's investment options.

Institutional Quality Investment Screening Process: Silicon Valley Retirement Services provides initial and ongoing investment recommendations tailored to meet your plan’s unique needs.  Our institutional investment process includes strict fund screening based on quantitative and qualitative analysis. The result of our process is a robust selection of quality investments for your plan.

Written Investment Policy Statement: We will prepare a customized Investment Policy Statement (IPS) for your plan.  The IPS is the foundation upon which investment goals, fund expenses, manager evaluation and monitoring will be based.

Investment Due Diligence: It is not enough to simply select investments.  We will continually monitor the investments of the plan to ensure that participants have access to a full range of high-quality investment choices.