Fiduciary Investment Review

Many Plan Sponsors are under-informed about their ongoing fiduciary duty when making decisions regarding their Retirement Plan. As a Co-Fiduciary with you, Valenta Capital offers plans that have diversified investment options so that their employees are able allocate themselves accordingly. For the creation of the Core Fund list offered to participants, we create an Investment Policy Statement that outlines the types of funds that are to be included. Additionally, we utilize a Scorecard System that provides an independent analysis and process to research and evaluate fund managers and investment strategy through an easy-to-understand, 10-point scoring system complete with protocol in place should a fund need to be replaced in the plan. This independent analysis helps us to identify skillful managers, enhance investment opportunities, manage and control risk and minimize overall fiduciary liability.