Enhance Performance

Investment Policy Statement
The Investment Policy Statement (IPS) is intended to assist an Investment Committee by establishing guidelines for making investment related decisions in a prudent manner. Shepherd Financial will help you outline the underlying philosophies and processes for the selection, evaluation, monitoring, and, if necessary, termination of the investment options offered by the plan.

Mutual Fund Selection and Monitoring
Shepherd Financial focuses on long-term consistent performance relative to the risk of each individual investment. Our proprietary methodology has been researched and developed by a staff of Chartered Financial Analysts with a history of selecting quality investments since 1987. Integrated with your Investment Policy Statement and utilizing quantitative and qualitative analysis, our advisors help select quality investments for your participants and then deliver timely monitoring reports to keep you informed about all your plan investments.

Investment Menu Design
The structure of retirement plan investment menus continues to change. Plan sponsors are tasked not only with offering adequate choices but also improving participant outcomes. The proper mix of investments for your participants should include both options for those who want to delegate their investment management decisions and options for those who want to build their own portfolios. The result is confidence that your plan’s investments are diversified, well-managed, and meet the objectives of your Investment Policy Statement.

Diversification does not guarantee a profit or protect against a loss.


3(21) / 3(38) Fiduciary
Our advisors consult with retirement plan sponsors to offer the best-fit investment lineup for your plan. From developing the Investment Policy Statement, to selecting investment managers, to the ongoing monitoring and review requirements, Shepherd’s accredited consultants will streamline your decision-making process. We back our recommendations by signing on as a 3(21) or 3(38) fiduciary for every client.

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