Victory Asset Management Co. Inc. is an Independent Fee-Based Registered Investment Advisor specializing in providing asset management services to company retirement plans and their employees. We provide company retirement plans better than what most Fortune 500 Companies offer. We have modeled our retirement plan process around using Best Practice Standards established by industry experts. These experts recommend using experienced pension consultants with specialized professional designations such as Accredited Investment Fiduciary Analyst (AIFA) and Professional Plan Consultant (PPC). Victory Asset Management endorses and their executives hold these professional designations.

Our retirement plan process complies with ERISA and DOL guidelines. Unlike the perspective of some of the major players in the retirement plan industry, we embrace the DOL perspective that the investment consultant needs to have a shared fiduciary responsibility with the trustees of the company retirement plan. (DOL Website) Our Best Practice Standards starts with using strategies set by the Center for Fiduciary Studies and the Financial Service Standards who have embraced the DOL views on total plan management. To further elevate these best practice standards we have integrated our proprietary investment management processes. The past 28 years has provided a variety of experiences to provide you with the insight, wisdom, and practical application to identify deficiencies and provide the necessary corrective actions. Our compensation method motivates us to grow account balances.

We are appalled how the industry has tried to hide total plan costs to the employer and participants. We believe the time has come where our approach to full disclosure should be a requirement of all plans. Revenue sharing is when mutual fund companies pay service providers fees to include their funds in the line up for participants to choose. These fees should be fully disclosed to all participants. Our approach has been to not only disclose those fees but to pass 100% back to the employer to be used to offset plan expenses.

We believe our duty is to have a substantial positive impact on the quality of our client’s retirement lifestyle. We are surprised over how many myths experienced executives have concerning their company retirement plans, in view of their great judgment concerning most other aspects of their business. (10 Myths Concerning Your Retirement Plan) Let us help you manage your retirement plan with the same focus and understanding you exert with the rest of your business.