Investment Menu Design

For participant-choice plans, NWCM assists employers in establishing a "best in class" investment menu. Our firm conducts extensive research on institutional and no-load mutual funds in an effort to provide an exceptional investment alternative in each asset class as a core menu of investment alternatives from which participants choose. Additionally, we can construct actively managed Model Portfolios of varying risk profiles that utilize the underling funds of the core menu. Many plan participants consider this type of managed option as a significant benefit enhancement. NWCM's goal is to provide participants with a diversified menu of quality investment alternatives while simultaneously eliminating any redundancy of investment management within the menu's selections that would otherwise result in lack of diversification.