Customized Institutional Services for Christian Based Organizations

Christian based organization and non-profits with $10 million or less in retirement plan assets never receive a dedicated relationship manager or plan price breakpoints. Therefore, NCFA Institutional Advisory Services® is announcing to all Christian based non-profits, churches, schools, universities, endowments, foundations and trust that there is now have a firm, along with strategic partners, investment providers who are a group of established seasoned Christian professionals that understand needs and share values, while providing institutional financial expertise and resources.

Retirement Plan Services

1. “Pure” Open Architecture – no fund family requirements at all.

2. Moral & Social Screens to select funds that meet your organizations values.

3. Co-fiduciary protection.

4. Easy-to-use participant education along with mobile enrollment solutions.

5. Highly personalized service.

6. Plan design & compliance expertise.

7. Dedicated Relationship Management – same contact for all plans (NO CALL CENTERS).

8. Low Pricing – advertised Break-Points on every proposal.

NCFA Institutional Advisory Services® (NCFAIAS) through our Cyborg-Advisors platform offers Christian based organizations and non-profits access to considerable resources of not just one investment firm, but most if not all investment providers with the customized service of a specialized boutique. We have a team of investment professionals that has your objectives, fiduciary responsibilities in mind and most importantly, the same Christian values.

(Source: Christian Newswire)

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