Investment Advice & Education
Independent of Investment Products
We can assist your plan trustees and sponsor with the investment options offered within your plan, account set up and investment monitorin.
Monitoring the performance of your investment options, risk and expenses is a critical focus for retirement plan sponsors and fiduciaries. The Jones & Roth Retirement Plan Team assists plan sponsors in developing and maintaining a prudent investment due diligence process and supporting documentation. Jones & Roth will also help you create a customized Investment Policy Statement that reflects these processes and procedures in developing and maintaining the plan’s investment policy.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC.Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Maryland, Mississippi, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. This is not an offer to sell securities in any other state or jurisdiction.
