The same proprietary process we use to create personal financial solutions also works for your company. Once we’ve met with you to determine your needs and objectives, we analyze the information to create a simple, two-tiered menu of investment choices for you and your employees:
- Allocate your own assets. Using a rigorous due-diligence and monitoring process, we select the All-Star mutual funds for each asset class — from Money Market and Stable Return to Large-Cap Growth and International Equity — for you to choose from.
- Select one of our Target Date Portfolios. Designed to match a specific retirement date and managed using our select team of managers.
Local. Accessible. Successful.
Choosing Genesee Valley Trust Company as your 403(b) plan trustee gives you and your employees a wide range of benefits:
- Customized, locally managed and serviced solutions — we’re responsive, flexible, innovative and accountable.
- “Old-fashioned”, personal client service, backed by the latest technology with 24/7 access to account information.
- An independent trustee who is free to find the best funds at the lowest costs — the same funds and managers we use in our own 403(b) plan.
- A careful, ongoing review of every fund’s expenses to make sure we’re delivering maximum value.
- No front-end or back-end sales charges, no hidden administrative fees: you know what you’re getting upfront.