Selection and Monitoring

Ronald Blue & Co.'s investment professionals have years of experience in selecting top investment funds. Each fund manager is put through a strenuous qualitative and quantitative selection process to ensure our clients have access to the most effective investment options.

Our retirement plan investment committee, which includes three chartered financial analysts, meets on a quarterly basis to review each fund's performance and its adherence to your investment policy statement. Any investments that are not up to par are replaced with more effective investments. Clients receive a quarterly analysis of each fund's performance along with a detailed breakdown of the investment decisions your employees have made on an asset allocation basis. Our goal is to provide you and your employees peace of mind when it comes to investing for the future.

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