Retirement Plans
Custom Managed Portfolios
Affiliations & Credentials
Your employees are unique. Their investment strategy should be too.
Many retirement plans rely on target date funds (TDFs) as the primary investment solution. While TDFs can provide broad diversification, they often come with a significant limitation: many are proprietary products built exclusively with investments from a singlefund family.
With hundreds of investment managers available in today'smarketplace, limiting participants to one firm's lineup may not provide accessto the strongest options across every asset class.
Our approach is different.
Rather than relying on a single fund company, our portfolios are constructed using carefully selected investments from multiple institutional-quality managers. This allows our Investment Committee to identify and utilize what we believe to be best-in-class managers across a broad range of asset categories.
A more customized solution
We offer professionally managed portfolios spanning the full risk spectrum—from ultra-conservative to aggressive growth-oriented strategies—providing participants with investment options that align with their individual goals, time horizons, and risk tolerances.
To maintain alignment with market conditions, portfolios are rebalanced on a regular basis and actively monitored throughout the year. Our Investment Committee conducts ongoing due diligenceand may implement strategic portfolio adjustments when warranted. Participants are kept informed of these updates through our quarterly communications.
The result is a disciplined, professionally managed investment experience designed to help participants pursue their long-termretirement goals with confidence.
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Have a question about your plan or want to explore how FBG can help? Reach out – we'll get back to you promptly.
FAQ
Your questions, answered.
FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!
Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.
FBG constructs various institutional plan structures tailored for efficiency and tax health, including:
- 401(k), 403(b), and 457 plans
- Cash Balance plans
- Endowments/Foundations
- Prevailing Wage plans
FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.
Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.