Kravitz Investment Services is a Registered Investment Advisor firm dedicated to consulting with retirement plan sponsors.

Our services include :

• The selection of the appropriate retirement services vendor for your plan,
• The structuring of the investment platform for your plan participants,
• The fiduciary framework within which you operate the plan,
• In-depth education services to help plan participants know what they own and why they own it.

Our independent, fee-based approach allows us maximum flexibility in selecting and monitoring investments that meet our clients’ objectives. We have extensive knowledge regarding 401(k) vendors such as insurance-based group annuity products, mutual funds, banks and open architecture systems. As each plan evolves and changes, our independence allows us to guide each client to the appropriate provider to meet those changing needs.

Our prudent investment process, which includes our quarterly monitoring reports, helps our clients to fulfill their fiduciary responsibility. Most importantly, our clients understand what fees they are paying, and to whom.

We define a successful retirement plan by the percentage of employees that participate, the level of their contributions and the quality of the investment choices. We are committed to helping our clients’ plans to be successful.