Frank is a Senior Client Manager and a member of the Education, Due Diligence, Research, Investment Committee, and Capital Markets Teams. Frank also focuses his efforts on projects for Innovest’s high net worth and retirement plan clients. Innovest’s Education team prioritizes educating plan participants in understanding the nuances of their retirement plans and simplified financial planning concepts. The Due Diligence Team and Research Team are responsible for sourcing investment managers, as well as monitoring recommended products and strategies. Additionally, this team utilizes both quantitative and qualitative analysis while evaluating performance, understanding return attribution, and meeting with management teams. On the Capital Markets team, Frank assists the team with Innovest’s long term capital markets outlook and asset allocation studies.
Here’s seven things advisors can remind plan sponsors they need to have on their “to-do” list prior to the end of the year, courtesy of Innovest’s Frank Cornett and Dustin Roberts
