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How do you select the
right investment type,
option and share class
from an endless universe?...

piano_2

...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

Securities offered through IFP Securities, dba Independent Financial Partners (IFP), member FINRA/SIPC.  Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor.  IFP and Prudent Process are separate entities.