AGH Wealth Management Services

Managing investment options as a retirement plan sponsor requires an in-depth understanding of fiduciary responsibility, competitive fees, and investment performance for thousands of options, along with the ability to match those options with the employer’s employee population.

Our services for retirement plan sponsors related to investment management include:

Accepting ERISA 3(21) and 3(38) fiduciary responsibility; the level of responsibility depends on scope of services
Group and one-on-one employee enrollment and education meetings, including participant-level investment advice
Independent, open-architecture investment advisory services to plan sponsors
Low-cost advisory fees – utilizing both active and passive strategies, mutual funds, ETFs and common collective trust funds with full fee transparency
Plan provider benchmarking and design optimization services
The ability to work with independent recordkeepers or bundle asset management with AGH recordkeeping

For individuals, keeping watch on investments in a way that aligns with personal goals and needs can be both time-consuming and stressful – especially if you lack the tools, time, knowledge or interest in doing so. Laying the foundation for a comfortable retirement requires an ongoing commitment of time and capital. Additionally, as an investor’s risk tolerance, time horizon, liquidity needs and objectives change over a lifetime, the investments portfolio should reflect those changes. Fortunately, your capital combined with AGH Wealth Management’s time, resources and guidance is a powerful partnership.

Services related to investment management include:

Active fee-based management
Certified Financial Planning™
Concentrated position planning
Non-traditional investing strategies
Overall financial analysis
Personalized strategic planning

Wealth management

Whether you're a plan sponsor or an individual, we can provide professional investment advice for you.

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Services overview

Visit the AGH Wealth Management website

Meet the team

Brad Bechtel

Brian Gensch

David Darby