Customized Institutional Services for Christian Based Organizations
Christian based organization and non-profits with $10 million or less in retirement plan assets never receive a dedicated relationship manager or plan price breakpoints. Therefore, NCFA Institutional Advisory Services® is announcing to all Christian based non-profits, churches, schools, universities, endowments, foundations and trust that there is now have a firm, along with strategic partners, investment providers who are a group of established seasoned Christian professionals that understand needs and share values, while providing institutional financial expertise and resources.
Retirement Plan Services
1. “Pure” Open Architecture – no fund family requirements at all.
2. Moral & Social Screens to select funds that meet your organizations values.
3. Co-fiduciary protection.
4. Easy-to-use participant education along with mobile enrollment solutions.
5. Highly personalized service.
6. Plan design & compliance expertise.
7. Dedicated Relationship Management – same contact for all plans (NO CALL CENTERS).
8. Low Pricing – advertised Break-Points on every proposal.
NCFA Institutional Advisory Services® (NCFAIAS) through our Cyborg-Advisors platform offers Christian based organizations and non-profits access to considerable resources of not just one investment firm, but most if not all investment providers with the customized service of a specialized boutique. We have a team of investment professionals that has your objectives, fiduciary responsibilities in mind and most importantly, the same Christian values.
(Source: Christian Newswire)
