M Advisory Group incorporates effective, results-driven processes to closely monitor and evaluate our client's investments on a quarterly basis. In-depth portfolio summaries, detailed analysis reports on current investments, and continuous monitoring of the success of chosen investments utilizing our Due Diligence Fund Screening Criteria and Fiduciary Score Reports are essential benchmarks employed by our team of analysts.

We are confident that M Advisory Group's comprehensive breadth of investment services provide fiduciaries with the best decisions about their specific plan's investment options. We offer expert analyses, market overviews, quarterly and annual reviews, ongoing monitoring, and recommendation changes when applicable.

Our Services Include...

• Guidance in determining objectives & establishing investment parameters
• Initial due care investment screening comparisons
• Customized asset allocation Model Portfolios
• Customized Investment Policy Statement (IPS)
• Quarterly Due Diligence Mutual Fund Screening
• Quarterly Reports and meetings with investment committee
• Detailed meeting summary notes of quarterly meetings with the client's investment committee
• Delivery of Annual Comprehensive Plan Review