We focus on building a strong platform with flexible options for you and your client. We have the size to provide scale and cost efficiencies, yet are small enough to allow you to maintain client intimacy and the ability to provide custom, life-relative solutions.
We provide an expanded platform managed by a team of committed and experienced professionals. Some advisors just adopt our models. Others use these models to integrate with their own core strategies.
At Trek, we believe in a combination of fundamental investment analysis combined with a quantitative approach. We focus on the goal of providing asset allocation combine with active risk management, to aim for returns in times of market expansion. We seek to provide real and active risk management to mitigate downside risk during the downturns of the market.
The Trek Investment Platform is built to support the individual advisor’s ability to customize solutions for the client’s goals while relieving advisors of the responsibilities of model creation, management and trading. The firm’s approach is not to have a fixed, firm level solution, but to create a number of internal strategic and tactical models, as well provide access to outside SMA programs that the advisor can blend together to create the proper investment portfolio within the context of the client’s goals.
NextLevel(k) is our flexible and comprehensive service option for 401(k) services. Driven by robust technology, systems and services, our program gives advisors the unique ability to help create successful retirement plan outcomes for both plan sponsors and participants.
Our service model is a comprehensive offering and provides advisors with everything from plan design, benchmarking and investment advice, to TDF suitability, fiduciary compliance and support for participant outcomes.
Our program is unique because it allows you to receive and provide streamlined servicing. From prospecting and marketing, to design, implementation and plan maintenance – we are here as your 401(k) team. In addition, our platform provides freedom of choice for plan sponsors that are comfortable developing their own allocations, while also offering solutions for the majority of participants that need additional guidance – including, in some cases, access to specific Trek Models.
