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Investment Advisory ServicesParticipant Directed Defined Contribution Plans For plans such as 401(K), StoneStreet Equity, Inc. provides support for the ongoing maintenance of an investment policy statement, manager selection and monitoring, support for corporate governance and ERISA 404(c) compliance. We provide face-to-face investment advice for plan participants. Fiduciary Managed Accounts StoneStreet Equity, Inc. supports fiduciary directed retirement plans with development of an appropriate investment policy statement and customization of a strategic asset allocation program. We oversee the manager search and due diligence process. StoneStreet Equity, Inc. features institutional, style specific investment managers. We provide automatic rebalancing and the investment prudence and diversification afforded by a proper fiduciary investment process.
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