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Investment Selection

Home Retirement Plans Investment Selection

Investment Selection

Selecting the proper investments begins with an effective methodology described in an investment policy statement (IPS). Our IPS is designed to fulfill your fiduciary requirements and adheres to strict criteria, complying with 404(c) statutes. The main sections of the IPS are listed below and can be tailored to fit your objectives:
  • Fund operation
  • Performance
  • Risk assessment
  • Overall expense of the fund
  • Manager tenure
* Securities offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, DeWitt, New York 13214 Member FINRA/SIPC.

RETIREMENT PLANS

For more information or to speak with a specialist, please complete and submit the form below:

Retirement Plans

Crown Risk Management, LLC
432 North Franklin St, Suite 20
Syracuse, NY 13204

(315) 428-3830
(877) 428-3830 TOLL FREE
FAX: (315) 428-3829

Check the background of this firm on FINRA’s BrokerCheck.

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Securities offered through Hazard & Siegel Inc., 5793 Widewaters Parkway, DeWitt, New York 13214 Member FINRA/SIPC.
Hazard & Siegel, Inc. and Crown Risk Management, LLC are separate and non-affiliated entities.
Advisory Services offered through Hazard & Siegel Advisory Services, LLC, an SEC Registered Investment Advisor.