| In addition to the investment advisory and participant education services that we provide for traditional defined contribution retirement plans, Kravitz Investment Services Advisors provides asset management services for those retirement plans, such as Defined Benefit or Cash Balance Plans, that require a more customized approach. Our portfolios are uniquely structured for each client's individual need, emphasizing diversification and cost management in every portfolio that we structure.
Our deep understanding of the integration between asset management and the actuarial science behind the structure of cash balance pension plans makes us uniquely qualified to provide asset management services for companies that sponsor these types of plans.
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