Retirement Plans
Robert F. Mahoney, P.A. offers Investment Plans Built for Employees and Fiduciaries.
We offer low-cost professional investment management for pooled defined-benefit plans with assets ranging from $3 - $50 million, and daily valuations for self-directed 457 and 403(b) plans
We espouse a passive investment style in accordance with the Prudent Investor Rule.
Our disciplined, academic approach mirrors recent research studies proving that portfolios constructed of low cost passive index funds and exchange traded funds produce consistent investment returns at market benchmarks - or better.
- Experience - Registered Investment Advisors since 2003
- Independence - We are independent of any national brokerage affiliation - and sell no proprietary products.
- Integrity - Our Asset Management Team members are the Principals of the firm, and are CPA's whose business foundation is built upon the highest ethical standards and trusted fiduciary relationships.
- Commitment to Your Education - Our key differentiator is our commitment to educate our clients by offering financial planning sessions to employees one-on-one and to entire organizations.
