Investment Due Diligence


Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. We assist you in preparing an investment policy statement which acts as a guide to evaluate your current investment offering, measure them against applicable indices, and view your existing provider’s complete menu and the broader universe of investment options. The result is confidence that your plan’s investments are diversified, well managed, and meet the stated objectives of your investment policy statement.

Bryson Wealth Management provides this comprehensive analysis by utilizing multiple tools, including Zephyr’s Style Advisor, one of the most robust investment analytical tools available. Each investment is evaluated by more than a dozen different and objective analytical measurements, including:

- Upside & Downside Capture
- Style: Correlation & Style Drift
- Performance: Excess Return & Tracking Error
- Risk-Return: Standard Deviation, R-squared, Alpha, Beta & Sharpe Ratio

 

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Bryson Wealth Management | 3777 Long Beach Blvd., Suite 500 | Long Beach, California 90807 | 562-388-7721 | 562-435-5639 (fax)
Bryson Wealth Management makes no express or implied warranties (including limitation, any warranty or merchantability or fitness for a particular purpose or use) regarding information provided on this site. Any information, forms and applications are provided to users "as is". Bryson Wealth Management will not be liable to any user or anyone else for any interruption, inaccuracy, error or omission, regardless of cause, for the information provided on this site. California License Number 0C57214

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners(IFP), a registered investment advisor. IFP and Bryson Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this site may discuss and/or transact securities business with residents of the following states: CA, GA, LA, MA, NC, NJ, NV, OR, TX, UT, WA.