Investment Services

Cottonwood Advisors offers investment management expertise to ensure your plan’s investments are tailored to the needs of those who depend on it most - your employees and their families. Our independent consultants provide unbiased advice based on years of experience. We pride ourselves in answering only to our clients’ needs.

Independent, objective investment choices

Expertise. Senior leadership. Confidence. Combined, these strengths deliver a solid foundation for any retirement plan investment strategy. We help each client design and implement a strategy that best meets their specific objectives.

A systematic approach to managing assets

POLICIES AND GUIDELINES
Your Cottonwood Advisors consultant will draft an Investment Policy Statement as a “roadmap” which can be modified as plan goals, assets and investment products change through the years.

MANAGER SELECTION AND MONITORING
Cottonwood Advisors establishes manager selection criteria based on the plan’s policies and guidelines. We identify and evaluate qualifying managers, and track and verify that ongoing performance meets overall and specific investment objectives.