INVESTMENTS

We take a completely different approach to defined contribution plan delivery. We do not manage money. We have no proprietary investment products. Rather, Direct Solutions® provides you with:

  • Electronic access to over 65 different mutual fund families and over 6,800 individual mutual funds
  • Access to top-rated mutual funds* at Net Asset Value
  • Access to various other types of investment alternatives including company stock, self-directed brokerage, collective trusts (i.e., collective investment funds), managed portfolios and separate accounts
  • The ability to create a diverse and customizable investment menu that helps facilitate 404(c) compliance

* Morningstar

Investment Advice for institutional retirement plans provided by USI Advisors, Inc. | Securities offered to the plan through USI Securities, Inc. Member FINRA/SIPC | 95 Glastonbury Blvd., Glastonbury, CT 06033 (860) 652-3239 | USI Consulting Group is an affiliate of both USI Securities, Inc. and USI Advisors, Inc.