Our Mission and Value Proposition
Our mission is to help employees make meaningful progress towards their retirement and financial goals while also helping employers meet their fiduciary responsibilities and take work off their plate.
Let us do the heavy lifting, while you focus on your business and your employees. We provide the following services for our clients:
- Provider search, analysis and selection
- Fee and services analysis & negotiation
- Fiduciary documentation and record management
- Leadership training & employee education
- Ongoing financial wellness tools and financial education for employees
Planning for their financial future is one of the most important challenges facing your employees today. The role of the employer continues to evolve and companies are in need of fiduciary services and guidance to help their employees be successful. Our primary objective is to offer and deliver advice that helps employers and employees meet their long term financial objectives.
Our Fiduciary Commitment
We are held to a fiduciary standard in all advisory relationships – a role that we fully embrace. As such, we are required by law and practice to act solely in the interests of, and with undivided loyalty to our clients. Our advice and recommendations must align with your organization’s specific objectives, timeframe and risk tolerance.
Our team is committed to upholding our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies of our clients. We manage fiduciary assets by following a consistent and repeatable investment process that we develop, implement and execute on a continual basis. Anything less is unacceptable.
As 3(38) fiduciaries, Raymond James takes on the responsibility of selecting, managing, monitoring and benchmarking the investment offerings of your plan*.
*As set forth in, and subject to, applicable agreements.
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Who We Are
A lot of work goes into managing a successful company-sponsored retirement plan. We put in the work. It’s what our advisors do exclusively and full time at Corporate Advisors Group.
We are an independent consulting group offering services through Raymond James Financial Services, Inc. and Raymond James & Associates, Inc., founded by Chip Morton, Senior Qualified Plan Consultant and Kevin Mahoney, Senior Institutional Consultant.
The financial advisors of the Corporate Advisors Group are all part of the Raymond James’s Retirement Plan & Institutional Advisory Council*, a distinct and exclusive group of advisors that provides specialized experience and support for retirement plan sponsors.
We work with our institutional clients to develop and execute a prudent investment process to meet their stated investment objectives. We draw upon our industry expertise and experience to deliver value through comprehensive consulting and fiduciary oversight.
We believe the key to managing fiduciary assets is to follow a consistent and repeatable investment process. We view our role as the quarterback in developing, implementing and executing a prudent process on a continual basis. This process focuses on four key facets:
- Fiduciary Governance & Oversight
- Investment Expertise & Portfolio Construction
- Employee Experience & Outcomes
- Plan Administration & Cost Structure
*Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.
