Investment Advisory Services

Participant Directed Defined Contribution Plans

For plans such as 401(K), StoneStreet Equity, LLC 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, LLC 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, LLC features institutional, style specific investment managers. We provide automatic rebalancing and the investment prudence and diversification afforded by a proper fiduciary investment process.

• Independent Investment Advice
• Investment Policy Development
• Asset Allocation Planning
• Manager Selection
• Performance Monitoring
• Personal Financial Planning