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A written Investment Policy Statement (IPS) is a key component in assisting fiduciaries in discharging their responsibilities in compliance with ERISA. MidAtlantic assists in the development of a formal, written IPS that serves as a critical safeguard against litigation.
MidAtlantic ensures that your policy will include the following items required by ERISA:
If you have friends or family members who need unbiased advice, please feel free to have them contact us.
We are available to provide an objective complimentary investment analysis of their current situation.
MidAtlantic Capital Management, Inc.
11448 Robious Road
Richmond, VA 23235