Investment Advisory Services

Empowering sponsors & advisors to meet retirement goals.

The investment regulatory landscape is continually changing, presenting daily challenges and opportunities for plan sponsors and investment advisors in their key fiduciary roles.

Daybright helps both sponsors and advisors meet the retirement savings goals of plan participants.

Plan sponsors

Daybright helps design an investment policy, select and monitor plan investments, and provide educational services to your plan participants and fiduciaries. These services can include group educational meetings for plan participants, and one-to-one meetings to assist with financial planning.

Investment advisors

Our comprehensive services include:

• Dedicated support to advisors via your assigned expert representative
• An easy-to-use web portal that enables advisors to manage fund menus and model portfolios across multiple plans simultaneously
• Interactive employee education and enrollment technology that’s been proven to significantly increase employee participation rates and contribution levels
• The ability to custom-build an employee retirement plan and service arrangement through an open architecture platform to access countless investment options
• Information sharing agreements with leading investment providers

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