Learn From the Best
Bruce Berkowitz - Fairholme Fund
Carl Icahn - Icahn Capital Management
Prem Watsa - Fairfax Financial Holdings
Joel GreenBlatt - Gotham Capital
Inside you will find 10-pages prepared by us, complete with answers from our knowledgeable financial practitioners, that provide insights for the most asked corporate employee retirement concerns:
Strategies on how to be a better investor.
Learn different investing styles.
Resources from Value Superinvestors to further your education in investing.
We are a group of financial professionals who focus entirely on corporate retirement planning, the design of retirement portfolios for the transitioning corporate employee, and education through seminars in the area.
It is so easy to get started.
"8 Tenets When Picking a Mutual Fund"
Prepared By The Retirement Group
When hiring active managers, some advisors look for the star rating on Morningstar rather than using the criteria The Retirement Group recommends. We believe that advisors and investors should focus on active managers who skillfully allocate capital to their best investment ideas.
This e-Brochure is for corporate employees who need immediate answers to their retirement concerns:
An alternative method from the Morningstar rating system for selecting active managers.
Does your value manager have a low expense ratio?
Does your value manager hold cash positions and actively search for better opportunities?
Does your value manager have a long term history?
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