Yentis and Associates, Inc. provides three distinct types of products and services:

• Holistic asset allocation programs for Defined Benefit and Profit Sharing plans, encompassing both discretionary and non-discretionary contracts.
• Fund analysis and fund monitoring for pension plans. (As part of this service we select appropriate funds to be included in a plan’s lineup for the client's employees. On an annual or more frequent basis, we report to the Plan sponsor on the performance of the funds in the lineup and make recommendations as to whether the lineup should be modified.)
• Defined Contribution Asset Allocation Models, which may be risk-based, time-based or combination models.

Investment Policy Statements

We initiate investment policy statements for the Defined Benefit Plans. Client reports are generated monthly and if there are variations, we take the appropriate action to comply. In addition, clients receive quarterly reports on their status to show them how they are complying with pre-determined asset ranges.

We carefully follow and monitor compliance with the Investment Policy Statement for our direct consulting relationships. Yentis and Associates, Inc. sends the client periodic reports, which illustrate compliance to the IPS ranges and other rules set up in the IPS.