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PARTNER WITH MUNTZ

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FIDUCIARY STANDARDS | OUR SERVICES | ABOUT US | CONTACT US

COPYRIGHT MUNTZ FINANCIAL 2013 - SITE DESIGN BY SANTINO NOIR

The financial services industry today is as challenging as ever before. New regulations and volatile markets have been a burden to individual advisors and their clients.

We do not and will not compete with you for your client’s business. This is solidified by a mutually agreed upon Non-compete contract. In fact, we will assist you with face-to-face client interaction, if warranted, helping you earn more business!
We provide the solutions that allow you to better serve your clients.

Individual Client Solution
We make our investment process available to third party financial professionals that understand the importance of implementing active management into their practice. Our ‘back office’ approach allows advisors to manage their client relationships with confidence. Our proven track record and disciplined approach to investing, provides peace of mind to clients while delivering exceptional attention to their investment needs.

Our actively managed model portfolios are managed based upon your client’s respective risk tolerance. They are designed to be return and cost conscious, which has delivered consistent and measurable performance. In addition, we have the ability to tailor a portion of each portfolio to your client’s specific needs.

401k Solution
Partnering with Muntz to deliver the protection and attentiveness demanded by plan sponsors allows you to focus more on the client relationship and plan participant’s needs. Our process not only protects plan sponsors and trustees but you have an advisor as well.

We implement a vigorous investment process that includes:

º Adherence to the Precepts and Principles of the Global Fiduciary Standards
º Creation and Implementation of an Investment Policy Statement
º Quarterly Fiduciary Reports
º Investment Due Diligence Delivered in Writing
º Investment Meeting Minutes
º Co-Fiduciary Status
º Actively managed participant level portfolios
º Abdication of Liability for the other plan fiduciaries and brokers

PARTNER WITH MUNTZ