McHenry offers a family of fee-based services that help investors make better decisions that lead to better results. We measure, analyze and report upon risk, return and expense data.
These services produce accurate, timely data and analysis for corporate retirement plans (defined contribution and defined benefit) and not for profit organizations (foundations and endowments). This support is appropriate for both committee-directed and participant/donor-directed accounts.
- SOS BASIC is a subscription based solution that standardizes, automates and efficiently reports upon important data related to the management and operation of institutional investment accounts. As an investment reporting and benchmarking service, SOS BASIC services are priced from $200 per month.
- SOS PREMIUM offers additional functionality and support, including customized standards of performance, expanded risk, return and expense data; and comparative reporting and analysis on fees of consultants, advisors and managers.
- SOS ADVISOR adds the option of a co-fiduciary legal relationship under prudent investor, securities and retirement laws.
Working with your existing professional team and board / committee structure, McHenry and SOS can help measure, document and validate your best efforts and best practices. Organizational, professional and personal risk management present added elements of value.
Call us today for a sample SOS report:
1-800-638-8121
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