Corporate Clients

Walls Investments partners with small to mid-size companies to create and maintain a full service solution for their retirement needs.

Services include:

  • Retirement Plan Assessment
  • Creating an Investment Policy Statement
  • Serving as co-fiduciary with the Plan Trustees
  • Carefully selecting leading mutual funds in each asset class
  • Continual monitoring of mutual fund performance
  • Supplying Trustee reporting to ensure ERISA compliance
  • Providing ongoing employee education
  • Designating one relationship specialist for effective plan support and administration
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