Business and Retirement Plan Services
Retirement Plans | Investment Management
Services for Businesses
Successful businesses require a financial partner and strategies that support both organizational growth and long-term stability. We assist business owners, executives, and retirement plan sponsors by providing investment solutions, fiduciary expertise, and ongoing education.
Full Investment Fiduciary
A well-designed retirement plan can help attract and retain employees while supporting the long-term success of your business. However, managing a retirement plan also carries important fiduciary responsibilities that require ongoing oversight and prudent decision-making.
At Shaffer Capital, we serve as a full investment fiduciary partner to retirement plan sponsors. We offer both 3(38) Fiduciary Investment Manager and 3(21) Fiduciary Investment Adviser services, allowing plan sponsors to choose the level of investment responsibility that best aligns with their organization's governance preferences.
How We Help
Fiduciary investment oversight Professionally managed target-risk and target-date strategies Core fund lineup selection and monitoring Participant education and enrollment support Investment Policy Statement guidance Ongoing plan reviews
A Personal Approach
A retirement plan is most effective when employees understand it, engage with it, and feel confident using it. At Shaffer Capital, we strive to provide the same level of care and responsiveness to retirement plan participants that we provide to our private clients because we measure our success by theirs.
Helping Your Business Thrive
Many of our business clients maintain significant cash reserves for operations, future growth initiatives, acquisitions, or contingency planning. Managing those assets effectively is an important component of a company's overall financial strategy.
We help businesses develop investment solutions for cash reserves that seek to enhance returns while maintaining an appropriate focus on liquidity, capital preservation, and risk management.