Investment Analysis

100% Focused on Employer-Sponsored Retirement Plans

Shared Fiduciary Responsibility

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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.

Get in touch with our BHS experts about investment analysis.

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.

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