Kanon Bloch Carré provides objective advice to sponsors of retirement plans that seek seasoned professional investment expertise. This permits management to focus on their core competencies and avoid conflicts of interest while fulfilling their fiduciary responsibilities.

Our methodology allows us to offer risk weighted mutual fund options from multiple fund families to employees involved in participant directed retirement plans, such as 401(k), 403(b), deferred compensation and defined benefit plans. We develop graduated risk model portfolios that seek consistently strong returns and mitigate risk through effective asset allocation, diversification and mutual fund selection.

We choose funds based on their risk-adjusted performance within their peer groups. In addition to looking at historic returns, we also examine risk and expenses, which are two key data points for retirement funds. Our emphasis on downside risk analysis differentiates our research in this market. We provide timely, customized quarterly reporting that allows plan trustees to easily monitor and report on their investments.