Chinook Capital Management provides independent investment advice and plan
services for qualified retirement plans, including 401(k) and defined
contribution plans. Working as the quarterback of your plan, Chinook
Capital Management provides the single point of contact for all your plan needs.
By bringing together the disciplines of consulting, investment management,
employee communication and plan administration, Chinook can address your
organization's needs as a whole and engineer a solution that is unbiased and
uncompromising in its effectiveness.
Chinook defines its primary strengths as follows:
Independence: Unlike most plan solution providers,
our independent status allows us to act solely in our clients' interests,
without the constraints and pressures that come with an investment product or
fund family affiliation. As a result, we are free to help our clients
design the best possible investment architecture by selecting from the entire
universe of available options.
Experience: We pride ourselves on the credentials
and expertise of our people. Our investment team is led by our Chief
Investment Officer, with over 30 years of portfolio management experience.
Working with Chinook you are ensured that experienced money managers and
research analysts supervise the evaluation, selection, and monitoring of plan
investment alternatives.
Fiduciary Risk and Liability: Chinook is committed
to help you, as a plan sponsor, manage your ERISA fiduciary responsibilities in
a cost-efficient and timely manner. We keep retirement plan sponsors and
trustees informed so they can make prudent investment decisions, especially when
it involves fiduciary responsibility over the financial well-being of their
employees.
Disciplined process: Gut
instincts at times may lead to good decisions, but when it comes to retirement
plan investment strategy, analytical rigor and a disciplined approach will
consistently produce better results over time. With greater time demands and
fewer resources, internal Benefits staff and Trustees often find it difficult to
maintain such discipline, even when they have the know-how to do so. The
proactive efforts of a professional expert like Chinook can help ease the burden
of this necessary process.
Chinook's Approach
Our non-biased, multiple fund family
approach enables us to construct a diversified investment menu from the best
funds available. Some providers are biased in that they either have their own
investment funds to offer or they are associated with a particular fund family
for price or commission reasons.
Most providers are compensated only if a particular group of funds is used
for investment choices. Furthermore, no one-fund family has the best
managers from all the various asset classes, nor is any fund the best fund
forever. Our approach provides your employees with the flexibility to have
the best fund in each asset category time after time.
You have access to over 4,000 mutual funds. Here you can find the best
investment options across the investment styles for your plan. Your
employees will be able to track their investments in the Wall Street Journal or
the internet with some of the most highly recognized fund families.
This broad selection provides you and your advisor with the tools to build a
diversified range of investments that meet your employees' needs throughout the
various stages of their lives. The funds that you and your advisor
determine are the best funds for your company today may not be the best funds in
five to ten years. For this reason it is very important to have a large
fund universe from which to continually fine-tune your fund offering.
