Investment Analysis


As an independent consultant and partner, the professionals at BHS can share fiduciary responsibility under a 3(21) or 3(38) co-fiduciary arrangement, and implement a disciplined process to help better manage fiduciary obligations.

We understand not everyone is a retirement plan guru, so we make sure important plan level data is easily digestible and aligns with your organization’s goals.

Are you getting independent advice? Is your plan advisor a co-fiduciary?

Let us show you how our proprietary Scorecard System™ can help you improve outcomes, manage risk, and reduce fiduciary exposure.

Our team understands that “one size fits all” is not an insurance option; we’d be more than happy to chat about your individual insurance needs.

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401k Consulting

Fiduciary Compliance

Successful Participant Outcomes

Courageous Plan Design

Provider & Cost Benchmarking

Target Date Fund Consulting

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. BHS Financial Services and BHS Insurance are not affiliated with Kestra IS or Kestra AS.