Pittsburgh — Invesmart Inc., a Pittsburgh-based retirement services firm, has kicked off a nationwide rollout of its new Partner Program to banks and investment advisors.
Through the new offering, Invesmart and its advisory affiliate, Invesmart Advisor Inc., provide advisors with a five-step mutual fund screening and due diligence process, ongoing monitoring with private-labeled quarterly investment monitoring reports, investment policy statements, marketing support, and comprehensive plan administration and recordkeeping.
The partner program also provides marketing support to help financial intermediaries build their retirement services businesses. Among the services are a training program and in-person sales call support.
Invesmart screens a universe of approximately 3,000 mutual funds to select a menu of about 80 to 90 funds deemed suitable for retirement plans. The funds are continually monitored for adherence to the selection criteria, which include competitive expenses, style purity, and benchmark correlation appropriate for participant portfolios.
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