Tri-Star 401k

At Tri-Star Advisors we leverage our decades of investment experience to help 401k plan sponsors prepare, implement, and monitor an investment approach that is appropriate for all of the company’s stakeholders.

Our services include:

Minimizing costs of plan administration and plan investments;
Assisting our clients in the fiduciary process of developing an investment policy statement;
Constantly reviewing plan investments; and
Offering regular investment education to 401k plan participants.

Our fees are transparent, our advice is unbiased, and we will work hard to make your plan run as smoothly and as cost effectively as possible.

If you would like to see how Tri-Star Advisors can improve the performance of your company’s 401k, please contact us and we will be happy to provide you with a free, no obligation cost breakdown and investment analysis.