Investment Selection & Monitoring

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At Cafaro Greenleaf, our clients know what to expect from us – always balanced, objective and conflict free advice. We don’t sell any investment products and only receive our stated fee for overall retirement plan management as compensation.

When selecting and managing investment options for your retirement plan, the goal is to deliver a diversified, cost efficient lineup of options that firmly captures the goals of the participants, as well as the directives of the investment committee, all while adhering to the guidelines established by a well-constructed investment policy statement. Throughout this ongoing process, as co-fiduciaries, we sit on the same side of the table as you.

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