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SHDR Investment Advisers 401k Plan Review

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Invesment Advisory Services

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SHDR Investment Advisers, Inc. Copyright © 2007 SHDR IA Investment Consulting Services William D. Shealy, CFA [email_address]
Table of Contents ,[object Object],[object Object],[object Object],[object Object]
Overview of SHDR Investment Advisers, Inc. ,[object Object],[object Object],[object Object],[object Object]
Client Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Client Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Client Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ABC Inc. Sample 401(k) Plan ,[object Object],Source: 401k Averages
ABC, Inc. Sample 401(k) Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ABC, Inc. Sample 401(k) Plan ,[object Object],[object Object],[object Object],[object Object]
ABC, Inc. Sample 401(k) Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
ABC, Inc. Sample 401(k) Plan ,[object Object],Consider funds in italics Compare with peer group funds and appropriate indexes that are underlined Current funds in normal font ©2007 Morningstar. All Rights Reserved. For institutional use only. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee or future results.
ABC, Inc. Sample 401(k) Plan ,[object Object],©2007 Morningstar. All Rights Reserved. For institutional use only. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee or future results.
ABC, Inc. Sample 401(k) Plan ,[object Object],©2007 Morningstar. All Rights Reserved. For institutional use only. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee or future results.
ABC, Inc. Sample 401(k) Plan ,[object Object],©2007 Morningstar. All Rights Reserved. For institutional use only. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee or future results.
ABC, Inc. Sample 401(k) Plan ,[object Object],©2007 Morningstar. All Rights Reserved. For institutional use only. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee or future results.
ABC, Inc. Sample 401(k) Plan ,[object Object],[object Object]
Summary of Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
 
(336) 273-9492 (864) 527-0600 Greensboro, NC 27401 Greenville, SC 29615 Suite 100 Suite 102 300 E. Wendover Avenue Three Independence Pointe

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