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Cross Financial Management

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Cross Financial Management

Overview:

Cross Financial Management: A powerful extension of your retirement plan committee

Cross Financial Management Services Group is an independent and full service institutional retirement and investment consulting firm. By taking time to understand your company’s goals and objectives, we deliver customized and unbiased strategies that assist you in producing strong investment platforms that help to fulfill your fiduciary responsibilities and prepare your employees for retirement.

Consulting. At Cross Financial Management we deliver specialized and objective advice to develop, design and implement retirement programs for employees and executives. By striving to provide unparalleled service and advice, we ease your administrative burden and ensure that your retirement plan is compliant, reasonably priced and supports your organization and employees.

Investment Advisory. As a fiduciary, Cross Financial Management acts as an independent advisor to recommend and monitor investments that help maximize returns while minimizing risks. Our co-fiduciary services help potentially mitigate the burden placed on current plan fiduciaries by measuring your plan’s risk and cost benchmarks. Our prudent process begins with a review or development of your Investment Policy Statement.

Employee Communications. We customize employee education and communication programs based on your unique needs. Our one-on–one sessions help your employees make informed decisions and potentially better prepared for retirement. We can also integrate our stand-alone employee financial education with your existing vendor.

Vendor Management. By leveraging our industry knowledge and robust data, we benchmark your plan against national norms and make comprehensive recommendations for possible improvements based on investments, costs and compliance. We also analyze vendor proposals, negotiate pricing, provide recommendations and help implement your plan

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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