The following Case Studies specifically illustrate the services Bidart & Ross offers clients. In each, you’ll see a description of particular problems, the means the principals and staff employed to address and correct the situation, and the end results of those actions. The names of the respective companies are not revealed to preserve privacy.
Governmental Client
Creative Thinking Inspires “Age-Based” Portfolio and Remarkable Plan Participation
Health Insurance Client
Plan Sponsor and Investment Consultant Deliver Cost-effective Retirement Plan Solution to Participants
Healthcare Client
The Risks of Going It Alone