For Your Business
OUR APPROACH
A set of customized investment options and an impactful financial wellness program.
The Grey Fox Wealth team can (a) customize the investment options in your retirement plan, (b) reduce your overall fees, (c) assume full fiduciary responsibility for the investment options, and (d) build an impactful financial wellness program to support your team members.
Full 3(38) Fiduciary Responsibility
As a 3(38) Fiduciary, Grey Fox Wealth Advisors assumes full responsibility for all investment options within your plan. As your advisors, we should be responsible - not you - for investment recommendations. We’re happy to take that burden off your shoulders.
Optimized Investment Allocations
Grey Fox Wealth Advisors designs model portfolios using low-cost exchange traded funds to optimize the long-term investment performance for you and your team members. We eliminate all hidden fees within the plan to improve your return potential and earn your trust.
Grey Fox Wealth Advisors provides customized financial wellness programs that include quarterly presentations and monthly Q&A sessions. This engaged approach (either in-person or virtually) helps attract, retain, and support members of your team.