Our team of specialists focuses on the four core areas of an effective retirement plan:
- Fiduciary Services,
- Investment Performance,
- Fees and Disclosure,
- Retiree Education.
Since the early years, Kluger International Limited has been providing retirement planning solutions to its clients. As an independent investment firm, we are able to work with individuals and business clients to select and implement the ‘best fit’ retirement plans in the market.
Our team of advisors includes investment managers, financial planning professionals, Investment Fiduciaries and where necessary your appointed attorneys.
The investment managers make the initial investment portfolio recommendations, implement the retirement plan while monitoring the plan’s holdings and making recommended changes on an ongoing basis as markets and variables change.
Our financial planning professionals work directly with you and your executives if applicable, informing and educating everyone on the benefits of the retirement plan, illustrating the importance of saving in the retirement plan, and serving as a year round resource for the plan participants.
Our Investment Fiduciary and the attorneys as necessary report to you every year, evaluating your plan to ensure it is compliant with all the applicable laws and fiduciary standards.
With a large and ever increasing portfolio under management, Kluger International Limited’s advisors have extensive experience delivering results. Our firm has been recognized for their excellence in the wealth management arena.
If you would like to set an appointment to learn more about how Kluger International Limited can evaluate and potentially improve upon your current retirement plan, please contact us at +1-8444-199-663