Does your company
have the expertise and time
to prudently manage
the investment platform,
options and share classes?

Outsource to experience
and independence


...And how do these
investments work together
to create efficient and
diversified portfolios
for participants?

The selection and oversight of high quality, efficient investment options and models requires both art and science.

To make beautiful music the investment options available must inspire and flow together but not overwhelm. Participants succeed when they can easily select investments that create harmony without taking a master course in investment theory.

Prudent Process Retirement Plan Advisors / Investment Managers 330 Mallory Station Rd. Suite A-2 Franklin, TN 37067

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, KY, TN

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, member FINRA/SIPC.  Other advisory services offered through Independent Financial Partners (IFP), a Registered Investment Advisor.  Prudent Process and IFP are separate entities from LPL Financial.