Investment Due Diligence

Valtrum Retirement Plan Consulting helps you stay ahead and on top of your fiduciary responsibility. Supported by the technology and tools of LPL Financial Retirement Partners, Valtrum can more readily improve plan value and enhance investment opportunities for your participants.


Valtrum provides plan sponsors with a comprehensive and systematic process to analyze, select, monitor and, when necessary, replace investments. We utilize several of the best, most robust analytical tools available in the industry today including the easy to understand 12 point Investment Due Diligence system.


The end result is a detailed report of quantitative and qualitative analysis that helps reduce exposure to fiduciary liability while enhancing investment opportunities for employees.  We guide our clients through the information in this report necessary to make informed fiduciary decisions.

A portion of our capabilities include:

  • Investment Due Diligence system for Fund Ranking
  • Investment Analysis Reports
  • Asset Allocation Fund Monitoring
  • Investment Policy Statement Assistance
  • Regular Market Summary


When your retirement plan performs at full potential, your stakeholders benefit because you can better recruit, retain, and attract the talent you need to compete. Participants benefit because they are better positioned to achieve retirement goals.

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