VF Investment Services Corp. brings important investment resources to retirement plans and individuals. By combining its extensive pension knowledge and investment monitoring expertise with the many years of investment experience of its principals, we are positioned to offer broad and comprehensive services in such key areas as:
♦ Goal setting and asset allocation.
♦ Evaluation and selection of Registered Investment Managers.
♦ Ongoing performance evaluation.
While these services are vital to anyone responsible for the supervision and success of an investment portfolio, they are particularly critical for fiduciaries of qualified retirement plans or other types of charitable, nonprofit or institutional asset funds.
We can assist fiduciaries in fulfilling ERISA's "procedural prudence" and "due diligence" requirements found in section 401(a)(1)(B) of the statute. The federal courts, in applying these requirements, have consistently rejected the argument that ignorance is an excuse for less-than-professional performance.
In today's volatile and complex securities markets and uncertain economy, successful asset management has become more complex and demanding than ever. This is why so many investors are turning to professional investment consultants.
It is likely that most less-than-full-time fiduciaries can best demonstrate their own prudence by enlisting the assistance of qualified investment management professionals. VF Investment Services Corp. stands ready to help fiduciaries fulfill their fiduciary responsibilities.
We are variously compensated for the services we render. In some cases, clients receive the benefit of valuable services without incurring a direct cost (due to re-allowances by other financial institutions).
We are registered as an Investment Advisor with the Pennsylvania Securities Commission and are able to provide services nationwide.
We are independent, objective and impartial.
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