Investment Due Diligence

At Peachtree Wealth Strategies, we know that every plan sponsor has unique goals and objectives. While plan fiduciaries are considered investment specialists, a sound investment due diligence process is a key to limiting personal liability for poor employee investment returns. Through a process-driven delivery of services Peachtree Wealth Strategies helps create an ongoing successful retirement plan experience for both employers and employees. We will help you work to protect plan fiduciaries from personal and corporate financial liability while working towards maximizing investment opportunities for your plan participants.