Whelan Financial > Blog > Company Retirement Plan Investments

Company Retirement Plan Investments

Our investment approach is to implement a disciplined, long-term asset allocation strategy using high quality, low cost, no load mutual funds and ETFs. Whelan Financial’s long-term investment objective is to obtain the portfolio’s risk-adjusted return versus its benchmark net of fees. We offer customized managed portfolios, in addition to a carefully selected panel of investments, for participant selection. Our Investment Committee continually reviews and monitors these recommendations.


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