SAMPLE FUND ANALYSIS
About StrategIQ® Retirement Planning Services
StrategIQ® has been providing retirement plan services for decades. We are a fee-only Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC).
Our company includes five Accredited Investment Fiduciaries (AIF) and one Accredited Investment Fiduciary Analyst (AIFA) with the ability to complete CEFEX assessments.
We are a unique fiduciary with a customized proprietary approach to support your retirement plan needs.
StrategIQ® starts with one overarching goal in mind: the achievement of positive participant outcomes. Whether you are a plan sponsor, business owner, or a retirement plan decision maker, you need retirement plan expertise to achieve your retirement plan goals and to satisfy the strict obligations imposed on you by applicable law.
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