Dale Neibert
Verified
Part of an investment management team that provides an expanded allocation Target Date Fund strategy offered through a series of 9 glide paths in a turnkey DC/IO solution for Defined Contribution (401(k), 457(b), 403(b)) retirement plans & pension plans (sub >$40 mil) seeking to diversify .
The FSI ETDF is designed to provide a retirement plan participant investor with a target retirement date solution as part of a diversified portfolio invested across a variety of asset classes within ‘best in class’ manager strategies including both traditional (Stocks, Bonds, Cash) and alternative asset classes (Hedge Funds, Private Equity, Private Real Estate) with a tactical risk overlay to protect against unforeseen market draw downs. The Fund seeks to provide diversification by providing an above average benchmark return while delivering downside protection during periods of market stress.
The FSI ETDF is managed as a turn key solution to fit the needs of all age groups with 9 distinct custom glide paths to choose from as a participant's expected year of retirement. Available on most record keeper platforms, (Empower, Schwab etc.) the FSI ETDF strategy is an easy addition to the investment lineup of your retirement plan.
FSI Enhanced Target Date Fund:
- Daily Net Asset Value/Liquidity
- DOL, ERISA, IRS tested
- Broad Platform Availability
- Auditors – Price Waterhouse Coopers
- Firm Counsel – Vinson & Elkins
- Trust Counsel – Drinker Biddle
For more information on the FSI Enhanced TDF strategy please contact Dale Neibert directly.
Email: neibert@fsi-advisory.com
Office Phone: (512) 840-1826