Associations & Non-Profit Organizations

A major focus at Vigilant Financial is providing institutional level services to the non-profit community in Washington, DC for both Reserve Accounts and Retirement Plans.  It is our priority to help them improve the 401(k), 403(b) and pension plans for their employees with an emphasis on participant education and engagement, investment fiduciary review, and total cost transparency.  Please see our Retirement Plan Consultant & Advisory Services tab for more information.

Reserve Accounts 

We have found that many associations are paying exorbitant fees for mundane investment advice and minimal service. At Vigilant, we bring institutional level asset management and a level of service illustrated best by our client Bill of Rights.  With both Retirement Plans and Reserve Accounts, fees can be an underlying concern given their hidden nature and impact on investment performance. For Reserve Accounts, because you are typically dealing with portfolios rather conservative in nature, high fees can have a devastating impact on overall performance. Please contact us for a no-cost review of your current plan and fee structure.